Wealth Management in Grand Rapids Holistic Wealth Management to Help You Achieve Your Dreams
Wealth Management in Grand Rapids, MI. Our financial health is about more than just having the lifestyle we want; it impacts our emotional health, the futures of ourselves and our families, and if we can reach our life ambitions. Correct Capital offers comprehensive wealth management services to Grand Rapids residents so they can be sure that their assets and prospects are not only protected but on track for continued prosperity. Turn your goals into reality with Correct Capital's Grand Rapids 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 safeguarding assets and securing financial stability. Our Grand Rapids wealth management team at Correct Capital offer more than just investment management; we see ourselves as stewards of your wealth and financial life coaches. Many people overlook crucial aspects of their financial health and security; for example, only 33% of Americans have a will. Investors in the U.S. have a mix of investments 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 Grand Rapids have the skills, knowledge, and dedication to help build your financial future and achieve your dreams.
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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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Understanding Wealth Management | Grand Rapids Wealth Management
Wealth management encompasses a wide range of services where a financial advisor manages various facets of a client's financial life, emphasizing the protection and growth of their assets. Holistic wealth management in Grand Rapids will provide thorough financial advice, such as:
- Assessment of your net worth to monitor your financial health, identify areas of overspending, and identify where you want it to go in the future.
- Investing, investment advice, and portfolio management that seek to anticipate market declines, spread your investment risks, and mitigate risk so your wealth can grow.
- Estate planning so you can leave a legacy for your Grand Rapids family and make sure they are financially secure after your passing.
- Planning for retirement so you can live the life you want and are financially secure once you've left the workforce.
- Property dealings to assess if you're ready to buy that new home or if investing in real estate is right for you.
- Insurance 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.
- 401(k) rollover if you're changing jobs and want to optimize the money you've already saved.
- Tax planning to minimize taxes and retain more of your earnings.
- Philanthropic planning so your efforts and wealth can benefit communities in Grand Rapids.
Who Needs Wealth Management in Grand Rapids, MI?
Wealth management isn't only for the rich; it's for anyone striving for financial success and aiming to make wise future choices. If you’re looking to manage a high-income lifestyle wisely, managing a growing investment portfolio, or preparing for significant life milestones such as retirement or funding education, wealth management can provide the clarity and structure you need.
At Correct Capital, we specialize in helping:
- Individuals with high incomes looking to expand and safeguard their assets.
- Business owners planning for succession, growth, or tax efficiency.
- Families seeking to manage intergenerational wealth effectively.
- Professionals preparing for retirement or other major life transitions.
Whether you’re looking to create a tax-efficient investment strategy, plan your legacy for future generations, or simply find peace of mind knowing your financial future is in good hands, our wealth management services are designed with you in mind.
Understanding that every client has unique circumstances, we concentrate on crafting tailored strategies that resonate with your objectives. Wealth management is not solely about managing finances; it enables you to enjoy the life you've diligently constructed.
How to Choose a Wealth Manager | Grand Rapids 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 Grand Rapids.
- 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 they'll be adept at handling market volatility, 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.
- What are their credentials and professional designations? The term "wealth manager" doesn't necessarily imply any inherent qualifications. A dependable and experienced Grand Rapids wealth management firm will hold qualifications that can only be acquired by meeting educational and practical experience criteria and passing stringent examinations.
- Who is their typical client? A wealth manager may be qualified and have financial experience, but you need to know that they can customize their services to match your unique requirements.
- What services do they offer? The best wealth management firms will be able to provide a wide array of services that extend past investments and retirement planning, considering your entire life and financial situation.
- What's their communication approach with clients? 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.
- What kind of resources do they possess? Successful wealth management depends on in-depth analytics and the latest technologies to properly assess the market and analyze historical tendencies to predict your best options.
- Do they operate independently? 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 entirely impartial advice. Independent firms have no such limitations, and you can be sure that they are recommending options that they truly believe in.
- 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 Grand Rapids should include a holistic view of your financial landscape.
How Correct Capital Does Grand Rapids, MI 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 a promise we call our “IOU.”
Our process unfolds as follows:
We view our wealth management clients not merely as clients but as individuals. 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.
How Wealth Management Helps You Achieve 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 assist in making your finances work towards your benefit.
With a comprehensive financial plan, you can:
- Achieve Financial Security: Whether it’s funding your retirement, building a college fund, or preparing for unexpected events, we help you stay one step ahead.
- Focus on What Matters Most: Reduce the time spent on market and tax concerns and more time enjoying your family, hobbies, or career.
- Prepare for Wealth Across Generations: Make sure your wealth benefits your family and establishes your legacy over time.
- Navigate Life’s Big Decisions: From selling your business to purchasing a vacation home, 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 Grand Rapids
At Correct Capital, our wealth management team has over 69 years of combined experience helping Grand Rapids 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 Grand Rapids with comprehensive financial planning. As a fiduciary and an independent firm, our sole focus is on your best interest.
Managing wealth is akin to managing life. 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, income, and expenses to get an comprehensive view of your financial well-being. We'll develop a financial plan for you, and then use the latest technologies and analytics to monitor it and make adjustments when necessary.

Wealth Management Grand Rapids, MI | Correct Capital
Your success is our success. We know that trust forms the bedrock of the bond between you and your wealth manager, so we hope you get to know us as we get to know you and your finances. We take pride in our ability to help Grand Rapids residents realize their aspirations and safeguard their family's financial future. For dedicated and experienced wealth management in Grand Rapids with a personalized touch, call Correct Capital today at 877-930-4015 or contact us online.