Wealth Management in Glendale, MO
Wealth Management in Glendale, MO. Our financial health is about more than just having the lifestyle we want; it impacts our emotional health, the the life our families will live and the legacy we'll leave, and whether or not we attain our what's most important to us in life. Correct Capital offers A-Z wealth management services to Glendale, MO individuals and families so they can be confident that their money and future are not only secure but ideally positioned for sustained growth. Turn your goals into reality with Correct Capital's Glendale, MO 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 sufficient income and financial security. Our Glendale, MO wealth management team at Correct Capital are more than just investment advisors; we see ourselves as custodians of your wealth and financial life mentors. Many Americans don't often think about some important features of financial security; for instance, only 33% of Americans have a will. Investors in the U.S. have diversified portfolios that are comprised of equities, fixed income, cash, and more depending on how old they are 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 Glendale, MO have the experience, skill, dedication, and resources to help grow your wealth and live the life you want.
What is Wealth Management? | Glendale, MO Wealth Management
Wealth management is a broad phrase that generally refers to how a financial advisor oversees all aspects of a client's finances to focus on the overall custodianship of their financial assets. Comprehensive wealth management in Glendale, MO will provide extensive financial advice, including:
- Net worth determination to trace your financial stability, analyze where you may be spending too much, and pick out where you want it to go in the future.
- Investing, investment advice, and portfolio management that seek to predict market fluctuations, diversify your assets, and mitigate risk so your wealth can grow.
- Estate planning so you can be sure that your Glendale, MO family is taken care of once you're gone.
- 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 that new house you've been looking at meets with your current finances, or if real estate investing is something worth exploring for you.
- Insurance planning to verify your assets are protected and there aren't any more affordable options.
- 401(k) services if you run a business and want to reward your best employees with a secure future and a range of investment and savings options.
- 401(k) rollover if you're moving to a new company and want to optimize 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 ensure prosperous Glendale, MO communities as well.
Schedule a Meeting With an Advisor Today
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 to Look for in a Wealth Manager | Glendale, MO 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 financial advisors who will steward your wealth and the skills, insight, and experience they will employ to do so. Here are eight questions you should ask before choosing a financial advisor for your wealth management in Glendale, MO.
- What is their experience in wealth management? 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 how to best position your wealth for your time horizon, whether that be in 5 years, 12 years, or 30. It also means they'll have a large network of relationships and resources.
- What qualifications do they have? Literally anybody can call themselves a "wealth manager." A trustworthy and accomplished Glendale, MO wealth management firm will hold qualifications that are independently verifiable with independent agencies and regulatory bodies.
- Who is their average client? A wealth manager may be qualified and have financial experience, but you need to know that they can tailor their financial counsel to your unique circumstances.
- What services do they offer? The best wealth management firms will be experts in exhaustive services that go beyond investment and retirement planning to consider the full spectrum of your life, goals, and current financial health.
- How do they communicate with you? Few people need to have your wealth manager on speed dial, but you want to know that they're there when you have questions, and that they're being upfront with you if any conflicts of interest emerge.
- What resources do they have? Productive wealth management is based on on in-depth data and the latest technologies to correctly evaluate the market and analyze historical tendencies to forecast your best options.
- Are they independent? Many advisors that work at larger firms are restricted to certain brokerages and are therefore limited in the investment opportunities they can offer you and might not give you completely unbiased advice. 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.
- Do they have a comprehensive view of wealth management? While optimizing asset allocation and maximizing returns are key aspects of any long-term growth strategy, true wealth management in Glendale, 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 Glendale, MO
At Correct Capital, our wealth management team has more than 7 decades of cumulative experience helping Glendale, MO individuals and families make their finances work for them. We are a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose credentials are accomplished through experience, education, passing rigorous exams, and keeping to high ethical standards. We serve families and individuals as well as business owners in Glendale, MO by using the latest technologies to implement sensible strategies to help them get where they want to go. As a fiduciary and an independent firm, our only obligation is proving you with expert, personalized, and dependable financial advice.
Your wealth manager is a kind of life coach. When we first meet with you, we'll discuss where you are and where you want to go. Then, we'll discuss your income, savings, and how you're currently spending your money to obtain an overall view of your financial health. We'll generate a a long-term plan for you, and actively manage it.
Other services we offer in Glendale, MO include:
- Succession Planning
- Fiduciary Financial Advisor
- Company 401(k) Plans
- ESOP Advisor
- Self-Employed Retirement Plans
Wealth Management Glendale, MO | Correct Capital
Our only objective is to offer you the best wealth management services we can, and we are legally and ethically required to do so. We know that trust is the foundation of any relationship between a client and their wealth manager, so we will always be open, honest, and straightforward with you. We take pride in the fact that we help Glendale, MO residents realize their goals and improve their family's future. For devoted and experienced wealth management in Glendale, MO with experts you can trust, reach out to Correct Capital today at 877-930-4015 or contact us online.
