Wealth Management in Lexington, KY

Complimentary Planning By Elements

Wealth Management in Lexington Holistic Wealth Management to Help You Achieve Your Dreams

Wealth Management in Lexington, KY. Financial well-being encompasses more than just achieving a desired lifestyle; it impacts our emotional health, the futures of ourselves and our families, and whether or not we achieve our life goals. Correct Capital offers holistic wealth management services to Lexington residents so they can be sure that their assets and prospects are not only safeguarded but positioned for long-term growth. Secure your financial future with Correct Capital's Lexington 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 Lexington wealth management team at Correct Capital go beyond simply providing investment advice; we see ourselves as trusted partners in your financial journey. Financial health and security often involve factors that are commonly neglected; 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 time horizon and risk tolerance. A diversified portfolio that takes into account everything from tax planning to insurance options is an important thing to consider when managing your wealth. Correct Capital's wealth management advisors in Lexington have the skills, knowledge, and dedication to help build your financial future and achieve your dreams.


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 | Lexington 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 Lexington will provide thorough financial advice, such as:

  • Net worth determination to track your financial stability, see where you may be spending too much, and determine future financial goals.
  • Investment strategies, counsel, and portfolio oversight 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 Lexington family and make sure they are financially secure after your passing.
  • 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 right for you.
  • Insurance to ensure your assets are safeguarded without overpaying.
  • 401(k) management if you manage a company and wish to prepare your staff for their retirement.
  • 401(k) rollover if you're switching careers and looking to maximize your previous savings.
  • Tax planning to minimize taxes and retain more of your earnings.
  • Philanthropic planning so your hard work and finances positively influence Lexington communities.

Who Needs Wealth Management in Lexington, KY?

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 strategizing for business transition, expansion, or tax optimization.
  • Families seeking to manage intergenerational wealth effectively.
  • Professionals gearing up for retirement or other significant life changes.

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.

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 more than just managing money; it enables you to enjoy the life you've diligently constructed.

How to Choose a Wealth Manager | Lexington 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 inquiries you ought to make when seeking a financial advisor for your wealth management in Lexington.

  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 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 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 Lexington wealth management firm will hold qualifications that can only be acquired by meeting educational and practical experience criteria and passing stringent examinations.
  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. 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 honest with you if any conflicts of interest arise.
  6. 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.
  7. Do they operate independently? Many larger firms are tied to certain brokerages and are therefore restricted in the investment products they can provide 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 Lexington should include a complete view of your finances.

How Correct Capital Does Lexington, KY 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

Here's how our process works:

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.

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 comprehensive financial plan, you can:

  • Attain Financial Stability: 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 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.
  • Guide through Major Life Choices: From selling your business to purchasing a vacation home, we’re here to help you make informed choices with confidence.

Our approach to wealth management lays a strong foundation for you to chase your dreams, no matter what they are.

Correct Capital's Approach to Wealth Management in Lexington

Correct Capital's wealth management team boasts over 69 years of collective experience, assisting Lexington's individuals and families in reaching their financial aspirations and realizing 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 a combination of experience, education, passing stringent tests, and upholding high ethical standards. We serve families and individuals as well as business owners in Lexington with comprehensive financial planning. As a fiduciary and an independent firm, our sole focus is on your best interest.

Wealth management is a form of life management. At our initial meeting, we'll learn about your current life situation and the lifestyle you aspire to achieve. Then, we'll discuss your assets, liabilities, debts, earnings, and outgoings to get an comprehensive view of your financial well-being. 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 Lexington, KY | Correct Capital

We succeed when you succeed. 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 Lexington residents achieve their dreams and protect their family's future. For dedicated and experienced wealth management in Lexington 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