Wealth Management in Ellisville, MO
Wealth Management in Ellisville, MO. Our financial health is about more than just being able to eat at our favorite restaurants; it has an effect on our mental health, the futures of ourselves and our families, and whether or not we realize our what's most important to us in life. Correct Capital offers holistic wealth management services to Ellisville, MO individuals and families so they can be confident that their money and future are not only protected but well-positioned for long-term success. Turn your goals into reality with Correct Capital's Ellisville, MO wealth management services today by calling 877-930-4015 or by contacting us online.
There are many motivations people have for looking for wealth management services, the most common being protecting wealth and ensuring sufficient income and financial certainty. Our Ellisville, MO wealth management team at Correct Capital do more than just manage your investments; we strive to be stewards of your wealth and financial life teachers. Many Americans don't often think about some key facets of financial health; for example, only 33% of Americans have a plan for what will happen with their wealth once they've moved on. People with the best financial health in the U.S. have diversified portfolios that include equities, fixed income, cash, and more depending on their time horizon and how much risk they are willing to take on. An experienced and knowledgeable wealth manager will help you create a diversified portfolio while considering everything from tax planning to insurance options. Correct Capital's wealth management advisors in Ellisville, MO have the wisdom, skill, dedication, and resources to help you get from where you are to where you want to go.
What is Wealth Management? | Ellisville, MO Wealth Management
Wealth management is a broad phrase that generally refers to how a financial advisor manages all aspects of a client's economic status to focus on the overall guardianship of their financial assets. All-inclusive wealth management in Ellisville, MO will provide extensive financial advice, such as:
- Net worth determination to keep an eye on your financial stability, evaluate where you may be spending too much, and pick out more useful and valuable places to put your money.
- Investing, investment advice, and portfolio management that attempt to predict market declines, create a balanced and diversified portfolio, and lessen risk in the interest of balancing your investments with your time horizon.
- Estate planning so you can leave a legacy for your Ellisville, MO family.
- Retirement planning so you can feel at ease that your income will fit your desired lifestyle in your golden years.
- Real estate transactions to determine if you're financially prepared for that new house or if real estate investing is a good fit for your finances and goals.
- Insurance planning to verify your assets are protected and you're not spending too much.
- 401(k) advising if you run a business and want to see your employees set up for retirement.
- 401(k) rollover if you're changing jobs and want to make the most out of the money you've already saved.
- Tax planning to set aside as much money as you can for yourself, your family, future investments and other opportunities.
- Philanthropic planning so the results of your hard work will benefit Ellisville, MO communities as well.
How to Choose a Wealth Manager | Ellisville, MO Wealth Management
Choosing a trustworthy and capable wealth manager is a serious task; you are in many ways entrusting them with your future. It's imperative to make an informed decision and take into account the merits of both the financial advisors who will steward your wealth and the savvy, understanding, and experience they will employ to do so. Here are eight important things to ask yourself before deciding on a financial advisor for your wealth management in Ellisville, MO.
- Do they have enough wealth management experience? In any profession, experience goes a long way in preparing someone to handle tough situations. The longer a financial advisor has been assisting clients in wealth management, the the better idea they'll have of how to react to market fluctuations, and they'll know the best strategies for intermediate and long-term growth. They'll also have a wide network of relationships and resources that you'll both be able to lean on.
- What qualifications do they have? Literally anybody can call themselves a "wealth manager." A Ellisville, MO wealth management firm that really knows what it's doing will hold qualifications that are independently verifiable with independent agencies and overseeing bodies.
- Who is their average client? A wealth manager may meet a wide range of criteria, but you need to know that they can tailor their advice to your specific needs.
- What services do they offer? The best wealth management firms will be qualified to provide exhaustive services extend far beyond portfolio management and retirement planning to consider the full spectrum of your life, goals, and current financial health.
- Do they communicate well? You probably don't need to have your wealth manager on speed dial, but you want to know that they're available when you need them, and that they're being straightforward with you if any conflicts of interest emerge.
- What resources do they have access to? In-depth analysis of historical trends and cutting edge technologies and digital platforms are vital to providing clients a wealth management strategy that can endure and capitalize on market fluctuations.
- Who do they work for? Many larger firms are bound to certain brokerages and are therefore limited in the investment opportunities they can offer you and might not give you completely unbiased advice. Independent firms have no such limitations, and you can be sure that they are recommending options that they truly believe in.
- Will they manage your wealth, or just your investments? While optimizing asset allocation and getting a great return on investment are important facets of any financial advising services, true wealth management in Ellisville, MO develops a game plan that also includes your taxes, philanthropic planning, insurance, and a wide array of other parts of your financial health.
Correct Capital's Wealth Management Philosophy in Ellisville, MO
At Correct Capital, our wealth management team has in excess of 7 decades of combined experience helping Ellisville, MO individuals and families meet their financial milestones and live the lives they want. We are a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose marks are awarded through experience, education, passing thorough exams, and following high ethical standards. We serve families and individuals as well as business owners in Ellisville, MO with comprehensive financial planning. As a fiduciary and an independent firm, we are legally and ethically bound to do what's best for you and only you.
Wealth management is a type of life management. In our initial consultation, we'll get to know where you are in life and what type of life you want to have. Then, we'll look over your assets, liabilities, debts, income, and expenses to get a general view of your financial health. We'll generate a a long-term plan for you, and adjust it when fluctuations in the market or your financial health deem it necessary.
Other services we offer in Ellisville, MO include:
- Succession Planning
- Fiduciary Financial Advisor
- Company 401(k) Plans
- ESOP Advisor
- Self-Employed Retirement Plans
- 401(k) For Small Business
Wealth Management Ellisville, MO | Correct Capital
We succeed when you succeed. Trust is key when it comes to your finances, so we hope you get to know us as we get to know you and your finances. We take pride in the fact that we help Ellisville, MO residents attain their dreams and enhance their family's future. For committed and talented wealth management in Ellisville, MO with experts you can trust, get in touch with Correct Capital today at 877-930-4015 or contact us online.
