Wealth Management in Fenton, MO

Wealth Management in Fenton, MO Holistic Wealth Management to Help You Achieve Your Dreams

Wealth Management in Fenton, MO. Our financial health is about more than just being able to buy our dream car; it impacts our emotional health, the the life our families will live and the legacy we'll leave, and whether or not we realize our what we want the most in life. Correct Capital offers A-Z wealth management services to Fenton, MO residents so they can can have peace of mind because their money and future are not only protected but ideally positioned for long-term growth. Turn your goals into reality with Correct Capital's Fenton, MO wealth management services today by calling 314-930-401(k) or by contacting us online.

While there are many reasons people seek wealth management services, the two most common are protecting wealth and ensuring ample income and financial security. Our Fenton, MO wealth management team at Correct Capital do more than just manage your investments; we strive to be custodians of your wealth and financial life mentors. Many Americans don't often think about some essential features of financial security; for instance, only 33% of Americans have a will. People with the best financial health in the U.S. have diversified portfolios that incorporate equities, fixed income, cash, and more depending on how close they are to retirement and risk tolerance. 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 Fenton, MO have the understanding, knowledge, dedication, and tools to help grow your wealth and live the life you want.

Wealth Management Fenton, MO | Portfolio Management | Financial Advisors Near Fenton

What is Wealth Management? | Fenton, MO Wealth Management

Wealth management is a wide-ranging phrase that generally refers to how a financial advisor manages the entirety of of a client's finances to focus on the overall guardianship of their financial assets. Comprehensive wealth management in Fenton, MO will provide in-depth financial advice, such as:

  • Net worth determination to keep an eye on your financial stability, evaluate where you may be spending too much, and pinpoint where you want it to go in the future.
  • Investing, investment advice, and portfolio management that endeavor to predict market fluctuations, diversify your assets, and meet your risk tolerance in the interest of growing your wealth.
  • Estate planning so you can be sure that your Fenton, MO family is provided for once you're gone.
  • Retirement planning so you don't have to worry about where your income will be coming from once you retire.
  • Real estate transactions to determine if that new house you've been looking at meets with your current finances, or if real estate investing is right for you.
  • Insurance planning to verify your assets are protected and you're not overpaying.
  • 401(k) services for business owners who want to see their employees set up for retirement.
  • 401(k) rollover if you're changing jobs and want to optimize the money you've already saved.
  • Tax planning to decrease your liability and ensure you hold onto as much of your money as possible.
  • Philanthropic planning so the fruits of your labor will ensure prosperous Fenton, MO communities as well.

How to Choose a Wealth Manager | Fenton, MO Wealth Management

Entrusting your wealth and future to someone is not something to be taken lightly. It's imperative to make an informed decision and consider the merits of both the financial advisors who will take custodianship of your wealth and the savvy, wisdom, and experience they use to do so. Below are eight important things to ask yourself before deciding on a financial advisor for your wealth management in Fenton, MO.

  1. Do they have adequate wealth management experience? In any industry, there's no better teacher than experience. The more experience a financial advisor has 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. It also means they'll have a far-reaching network of relationships and resources.
  2. What qualifications do they hold? The term "wealth manager" doesn't necessarily defer any qualifications to the person using it. A dependable and veteran Fenton, MO wealth management firm will hold qualifications that are independently verifiable with independent agencies and regulatory bodies.
  3. Who is their average client? A wealth manager may meet a wide range of criteria, but they can only serve you so well if they don't have experience with people who are in a similar situation as you.
  4. What services do they provide? The best wealth management firms will be qualified to provide all-inclusive services extend far beyond investment and retirement planning to take the totality of your life and financial assets into account.
  5. How do they communicate with you? You probably don't need to have your wealth manager on speed dial, but you want to know that they're there when you need them, and that they're being upfront with you if any conflicts of interest arise.
  6. What resources do they have? In-depth analysis of historical trends and cutting edge technologies and digital platforms are key to providing clients a wealth management strategy that can endure and capitalize on market fluctuations.
  7. Are they independent? Many larger firms are tied to certain brokerages and might not be allowed to give you truly objective advice or may not be able to offer you a full range of investment options. When a wealth manager is independent, they are looking out for your best interest and are not limited in the options they can present you with.
  8. Do they have a comprehensive view of wealth management? While optimizing asset allocation and getting a great return on investment are important features of any financial advising services, true wealth management in Fenton, 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 Approach to Wealth Management in Fenton, MO

At Correct Capital, our wealth management team has over 7 decades of combined experience helping Fenton, MO individuals and families meet their financial goals and realize their dreams. We are a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNERS ™, whose credentials are obtained through experience, education, passing demanding exams, and keeping to high ethical standards. We serve families and individuals in addition to business owners in Fenton, MO with comprehensive financial planning. As a fiduciary and an independent firm, we are legally and ethically obligated to do what's best for you and only you.

Your wealth manager is a kind of life coach. In our initial consultation, we'll discuss where you are and where you want to go. Then, we'll discuss your assets, liabilities, debts, income, and expenses to get a comprehensive opinion of your financial health. We'll develop a a long-term plan for you, and then use the latest technologies and analytics to monitor it and make adjustments when necessary.

Other services we offer in Fenton, MO include:

Wealth Management Fenton, MO | Portfolio Management | Financial Advisors Near Fenton

Wealth Management Fenton, MO | Correct Capital

We succeed when you succeed. Trust is crucial when it comes to your finances, so we look forward to building a long-term relationship together. We take pride in the fact that we help Fenton, MO residents achieve their goals and enrich their family's future. For devoted and knowledgeable wealth management in Fenton, MO with a personalized touch, get in touch with Correct Capital today at 314-930-401(k) or contact us online.


Are you ready to experience the Correct Capital difference?

GET STARTED

Meet our team of financial advisors.

Our Team

Services We Offer