Wealth Management in Kirkwood, MO

Wealth Management in Kirkwood, MO Comprehensive Wealth Management to Help You Achieve Your Dreams

Wealth Management in Kirkwood, MO. Our financial health is about more than just being able to eat at our favorite restaurants; it impacts our mental well-being, 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 holistic wealth management services to Kirkwood, MO individuals and families so they can can have peace of mind because their money and future are not only safe but set up for sustained success. Turn your goals into reality with Correct Capital's Kirkwood, MO wealth management services today by calling 314-930-401(k) or by contacting us online.

There are many motivations people have for looking for wealth management services, the most common being protecting wealth and ensuring sufficient income and financial certainty. Our Kirkwood, MO wealth management team at Correct Capital do more than just try to time the market; we strive to be caretakers of your wealth and financial life coaches. Many particulars of financial security are too often ignored; for example, only 33% of Americans have a plan for what will happen with their wealth once they've moved on. People with the best financial health in the U.S. have diversified portfolios that are comprised of equities, fixed income, cash, and more depending on their time horizon and how much risk they are willing to take on. A diversified portfolio that takes into account everything from tax planning to insurance options is an important aspect to consider when managing your wealth. Correct Capital's wealth management advisors in Kirkwood, MO have the experience, knowledge, tenacity, and resources to help grow your wealth and live the life you want.

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

What is Wealth Management? | Kirkwood, MO Wealth Management

Wealth management is an inclusive phrase that generally refers to how a financial advisor organizes the entirety of of a client's economic status to focus on the overall guardianship of their financial assets. Comprehensive wealth management in Kirkwood, MO will provide meticulous financial advice, including:

  • Net worth determination to keep an eye on your financial stability, analyze superfluous expenses, and pinpoint more useful and valuable places to put your money.
  • Investing, investment advice, and portfolio management that attempt to predict market declines, create a balanced and diversified portfolio, and lessen risk in the interest of balancing your investments with your time horizon.
  • Estate planning so you can leave a legacy for your Kirkwood, MO family.
  • Retirement planning so you can live the life you want and are financially secure once you've left the workforce.
  • Real estate transactions to determine if you're financially prepared for that new house or if real estate investing is something worth exploring for you.
  • Insurance planning to make sure 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 changing jobs and want to make sure the money you've already saved is still working for you.
  • 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 can positively influence Kirkwood, MO communities as well.

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

Choosing a trustworthy and capable wealth manager is a serious task; you are in many ways entrusting them with your future. You need to be able to trust both the people managing your money and the skills, insight, and experience they use to do so. The following are eight important things to ask yourself when seeking a financial advisor for your wealth management in Kirkwood, MO.

  1. What is their experience in wealth management? In any field, experience goes a long way in preparing someone to handle tough situations. 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 time your investments and retirement funds for when you need them, whether that be in 5 years, 12 years, or 30. It also means they'll have a wide network of relationships and resources.
  2. What designations do they hold? The term "wealth manager" doesn't necessarily defer any qualifications to the person using it. A trustworthy and accomplished Kirkwood, MO wealth management firm will hold qualifications that are independently verifiable with independent agencies and overseeing bodies.
  3. Who is their standard client? A wealth manager may be qualified and have financial experience, but you need to know that they can tailor their services to your unique circumstances.
  4. What services do they offer? The best wealth management firms will be able to provide comprehensive services extend far beyond investment and retirement planning to take the all aspects of your life and financial assets into account.
  5. How do they communicate with you? It's likely unnecessary 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 honest if there is ever a conflict of interest.
  6. What resources do they have access to? Effective wealth management depends on in-depth analytics and the latest technologies to properly evaluate the market and analyze historical tendencies to predict your best options.
  7. Are they independent? Many wealth managers that work at larger firms are limited 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 restrictions, and you can be sure that they are recommending options that they truly believe in.
  8. Do they have a holistic view of wealth management? While asset allocation and getting a great return on investment are key features of any financial advising services, true wealth management in Kirkwood, 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 Kirkwood, MO

At Correct Capital, our wealth management team has in excess of 75 years of cumulative experience helping Kirkwood, 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 accomplished through experience, education, passing rigorous exams, and following high ethical standards. We serve families and individuals as well as business owners in Kirkwood, MO with great financial strategies that work for them. 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 get to know where you are in life and what type of life you want to have. Then, we'll discuss every facet of your finances to get an overall sense of your financial health. We'll generate a a long-term plan for you, and adjust it when changes in the market or your financial health make it necessary.

Other services we offer in Kirkwood, MO include:

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

Wealth Management Kirkwood, MO | Correct Capital

Your success is our success. Trust is key when it comes to your finances, so we hope you get to know us as we get to know you and your finances. We do what we do to help Kirkwood, MO residents achieve their goals and protect their family's future. For committed and knowledgeable wealth management in Kirkwood, MO with a personalized touch, get in touch with Correct Capital today at 314-930-401(k) or contact us online.


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