Wealth Management in Kansas City, MO

Complimentary Planning By Elements

Wealth Management in Kansas City Holistic Wealth Management to Help You Achieve Your Dreams

Wealth Management in Kansas City, MO. 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 tailored wealth management services to Kansas City residents so they can be sure that their money and future are not only safeguarded but on track for continued prosperity. Secure your financial future with Correct Capital's Kansas City wealth management services today by calling 877-930-4015 or by contacting us online.

For numerous reasons, individuals look for wealth management services, the two most common are safeguarding assets and securing financial stability. Our Kansas City wealth management team at Correct Capital are more than just investment advisors; 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 a mix of investments that include equities, fixed income, cash, and more depending on their investment timeline and risk profile. Effective wealth management involves considering a diversified portfolio that encompasses everything from tax planning to insurance options. Correct Capital's wealth management advisors in Kansas City have the expertise, commitment, and resources to help achieve your financial goals and live the life you desire.


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.

Schedule a 15-Minute Introductory Call


More From Correct Capital Wealth Management

Explore how Correct Capital Wealth Management can help guide you toward smarter decisions, clearer goals, and lasting financial success.

Subscribe To Our Newsletter Listen To Our Podcast Watch Our YouTube Channel


Understanding Wealth Management | Kansas City 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. Comprehensive financial planning in Kansas City will provide comprehensive financial advice, such as:

  • Net worth determination to track your financial stability, identify areas of overspending, and identify where you want it to go in the future.
  • Investment strategies, counsel, and portfolio oversight that aim to predict market downturns, spread your investment risks, and mitigate risk so your wealth can grow.
  • Estate planning so you can leave a legacy for your Kansas City 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 determine if you're financially prepared for that new house or if real estate investing is right for you.
  • Insurance coverage to make sure your assets are protected and you're not overpaying.
  • 401(k) services if you manage a company and wish to prepare your staff for their retirement.
  • Transferring your 401(k) if you're switching careers and looking to maximize your previous savings.
  • Strategic tax management to reduce your liability and ensure you hold onto as much of your money as possible.
  • Charitable giving strategy so your efforts and wealth can benefit communities in Kansas City.

Who Needs Wealth Management in Kansas City, MO?

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 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 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 | Kansas City Wealth Management

Deciding to hand over your financial future to someone else is a serious decision. 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 inquiries you ought to make when seeking a financial advisor for your wealth management in Kansas City.

  1. How much experience do they have in managing wealth? In any industry, there's no substitute for experience as the ultimate educator. The more experience a financial advisor has in wealth management, the more they'll be adept at handling market volatility, and they'll know the best strategies for intermediate and long-term growth. It also means they'll have a extensive network of contacts 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 Kansas City wealth management firm will hold qualifications that can only be acquired by meeting educational and practical experience criteria and passing rigorous exams.
  3. What kind of client do they usually serve? 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. 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.
  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. 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.
  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 Kansas City should include a holistic view of your financial landscape.

How Correct Capital Does Kansas City, MO Wealth Management Differently

At Correct Capital, we recognize that wealth transcends mere figures; it's intertwined with your life, aspirations, and principles. That’s why we’ve developed a client-focused process 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 guide you every step of the way 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 securing 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 for family, hobbies, or career pursuits.
  • Plan for Generational Wealth: Ensure your hard-earned wealth supports your loved ones and your legacy for years to come.
  • Guide through Major Life Choices: From selling a business to buying a vacation property, we’re here to help you make well-informed decisions confidently.

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 Kansas City

At Correct Capital, our wealth management team has over 69 years of combined experience helping Kansas City 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 Kansas City 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, income, and expenses 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.

Wealth Management St. Louis | Portfolio Management | Financial Advisors Near Me

Wealth Management Kansas City, MO | 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 learn about us as much as we learn about you and your financial situation. We take pride in our ability to help Kansas City residents achieve their dreams and protect their family's future. For dedicated and experienced wealth management in Kansas City with a customized approach, call Correct Capital today at 877-930-4015 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