Wealth Management in Fort Lauderdale, FL

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Wealth Management in Fort Lauderdale Holistic Wealth Management to Help You Achieve Your Dreams

Wealth Management in Fort Lauderdale, FL. Our financial health is about more than just having the lifestyle we want; it impacts our mental well-being, the futures of ourselves and our families, and if we can reach our life ambitions. Correct Capital offers holistic wealth management services to Fort Lauderdale residents so they can be sure that their money and future are not only safeguarded but on track for continued prosperity. Turn your goals into reality with Correct Capital's Fort Lauderdale wealth management services today by calling 877-930-4015 or by contacting us online.

While there are many reasons people seek wealth management services, the two most common are protecting wealth and ensuring adequate income and financial security. Our Fort Lauderdale wealth management team at Correct Capital offer more than just investment management; we see ourselves as dedicated guides to your financial well-being. A lot of aspects of financial health and security are too often ignored; for example, only 33% of Americans have a will. Investors in the U.S. have diversified portfolios that include equities, fixed income, cash, and more depending on their investment timeline and risk profile. When managing your wealth, it's crucial to consider a diversified portfolio that incorporates various factors, including tax planning and insurance options. Correct Capital's wealth management advisors in Fort Lauderdale have the skills, knowledge, and dedication to help grow your wealth and live the life you want.


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Correct Capital Wealth Management's office is physically located in St. Louis, MO, but we serve clients throughout the United States in both personal financial planning and corporate retirement plans.

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What is Wealth Management? | Fort Lauderdale Wealth Management

Wealth management is a broad term that generally refers to how a financial advisor oversees all aspects of a client's finances to focus on the overall care and custodianship of their financial assets. Holistic wealth management in Fort Lauderdale will provide comprehensive financial advice, such as:

  • Net worth determination to monitor your financial health, identify areas of overspending, and determine future financial goals.
  • Investing, investment advice, and portfolio management that aim to predict market downturns, diversify your assets, and reduce risk to allow your wealth to flourish.
  • Estate strategy so you can leave a legacy for your Fort Lauderdale family and ensure they're taken care of once you're gone.
  • Planning for retirement so you can enjoy your desired lifestyle post-retirement with financial security.
  • Real estate transactions to assess if you're ready to buy that new home or if investing in real estate is right for you.
  • Insurance coverage to make sure your assets are protected and you're not overpaying.
  • 401(k) management if you run a business and want to see your employees set up for retirement.
  • Transferring your 401(k) if you're changing jobs and want to optimize the money you've already saved.
  • Strategic tax management to minimize taxes and retain more of your earnings.
  • Philanthropic planning so your hard work and finances positively influence Fort Lauderdale communities.

Who Needs Wealth Management in Fort Lauderdale, FL?

Wealth management isn’t just for the ultra-wealthy—it’s for anyone who has worked hard to achieve financial success and wants to make smart decisions about their future. If you’re trying to responsibly navigate a high-income lifestyle, managing a growing investment portfolio, or planning for major life events like retirement or sending your kids to college, wealth management can provide the guidance and organization you need.

At Correct Capital, we specialize in helping:

  • High-earning individuals who want to grow and protect their wealth.
  • Business owners planning for succession, growth, or tax efficiency.
  • Families aiming to handle wealth across generations efficiently.
  • Professionals gearing up for retirement or other significant life changes.

If your aim is to develop a tax-smart investment approach, leave a legacy for your descendants, or just gain tranquility by knowing your finances are managed well, our wealth management services are designed with you in mind.

We know that each client’s situation is unique, which is why we focus on creating personalized plans that align with your goals. Wealth management is not solely about managing finances; it empowers you to live the life you’ve worked so hard to build.

How to Choose a Wealth Manager | Fort Lauderdale Wealth Management

Entrusting your wealth and future to someone is not something to be taken lightly. You need to be able to trust both the people managing your money and the skills, knowledge, and experience they use to do so. Here are eight questions you should ask when seeking a financial advisor for your wealth management in Fort Lauderdale.

  1. How much experience do they have in managing wealth? In any industry, there's no better teacher than experience. The more experience a financial advisor has in wealth management, the more accustomed they'll be to market fluctuations, and they'll know optimal approaches for growth over the medium and long term. It also means they'll have a vast network of relationships and resources.
  2. What are their credentials and professional designations? The term "wealth manager" doesn't necessarily imply any inherent qualifications. A dependable and experienced Fort Lauderdale wealth management firm will hold qualifications that can only be acquired by meeting educational and practical experience criteria and passing rigorous exams.
  3. Who is their typical client? A wealth manager may be qualified and have financial experience, but you need to know that they can tailor their services to your specific needs.
  4. What range of services are available from them? The best wealth management firms will be able to provide comprehensive services that go 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 speak to your wealth manager every day, but you want to know that they're available when you need them, and that they're being transparent about any conflicts of interest that might occur.
  6. What kind of resources do they possess? Successful wealth management depends on thorough data analysis and cutting-edge tech to evaluate market conditions and historical data for forecasting your best investment choices.
  7. Are they independent? Many larger firms are tied 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.
  8. Are they only managing your investments, or your entire wealth? While asset allocation and maximizing returns are key aspects of any financial advising services, true wealth management in Fort Lauderdale should include a complete view of your finances.

How Correct Capital Does Fort Lauderdale, FL Wealth Management Differently

At Correct Capital, we understand that your wealth isn’t just about numbers—it’s about your life, your goals, and your values. That’s why we’ve developed a client-centric approach that ensures every decision we make is in your best interest. As fiduciary financial advisors, we are bound to act independently, objectively, and without bias

Our process unfolds as follows:

We see the people who use our wealth management services as people, not just clients. Our team is here to assist you at every stage with advice you can trust and strategies designed to safeguard and enhance your lifestyle and objectives.

The Role of Wealth Management in Realizing Your Dreams

Imagine a life where your financial worries take a backseat to your ambitions and passions. That’s the kind of freedom wealth management can provide. At Correct Capital, we help you make your money work for you.

With a thorough financial strategy, you can:

  • Achieve Financial Security: Whether it’s funding your retirement, building a college fund, or bracing for unforeseen circumstances, we help you stay one step ahead.
  • Focus on What Matters Most: Spend less time worrying about markets and taxes and more time enjoying your family, hobbies, or career.
  • Plan for Generational Wealth: Ensure your hard-earned wealth supports your loved ones and your legacy for years to come.
  • Navigate Life’s Big Decisions: From selling a business to buying a vacation property, we’re here to help you make informed choices with confidence.

Our wealth management approach helps you build a solid foundation that allows you to pursue your dreams—whatever they may be.

Correct Capital's Approach to Wealth Management in Fort Lauderdale

At Correct Capital, our wealth management team has over 69 years of combined experience helping Fort Lauderdale individuals and families meet their financial goals and achieve their dreams. Our firm is a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose marks are attained through experience, education, passing rigorous exams, and maintaining high ethical standards. We serve families and individuals as well as business owners in Fort Lauderdale with thorough financial planning services. As a fiduciary and an independent firm, our only interest is what's best for you.

Wealth management is a form of life management. When we first meet with you, we'll get to know where you are in life and what type of life you want to have. Then, we'll discuss your assets, liabilities, debts, earnings, and outgoings to get an overall sense of your financial health. We'll craft a personalized financial plan, and then use the latest technologies and analytics to monitor it and make adjustments when necessary.

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Wealth Management Fort Lauderdale, FL | Correct Capital

Your success is our success. We know that trust is the foundation of any relationship between a client and their wealth manager, so we hope you learn about us as much as we learn about you and your financial situation. We take pride in our ability to help Fort Lauderdale residents realize their aspirations and safeguard their family's financial future. For dedicated and experienced wealth management in Fort Lauderdale with a personalized touch, call Correct Capital today at 877-930-4015 or contact us online.


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