Wealth Management in Newport News, VA

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Wealth Management in Newport News Holistic Wealth Management to Help You Achieve Your Dreams

Wealth Management in Newport News, VA. 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 tailored wealth management services to Newport News residents so they can be sure that their assets and prospects are not only protected but positioned for long-term growth. Achieve your financial aspirations with Correct Capital's Newport News 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 Newport News wealth management team at Correct Capital go beyond simply providing investment advice; we see ourselves as dedicated guides to your financial well-being. 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 diversified portfolios 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 Newport News have the skills, knowledge, and dedication to help achieve your financial goals and live the life you desire.


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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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What is Wealth Management? | Newport News 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 Newport News will provide comprehensive financial advice, such as:

  • Net worth determination to monitor your financial health, see where you may be spending too much, and determine future financial goals.
  • Investing, investment advice, and portfolio management that aim to predict market downturns, spread your investment risks, and reduce risk to allow your wealth to flourish.
  • Estate planning so you can leave a legacy for your Newport News family and ensure they're taken care of once you're gone.
  • 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 investing in real estate is right for you.
  • Insurance to make sure your assets are protected and you're not overpaying.
  • 401(k) services if you run a business and want to see your employees set up for retirement.
  • Transferring your 401(k) if you're switching careers and looking to maximize your previous savings.
  • Strategic tax management to minimize taxes and retain more of your earnings.
  • Charitable giving strategy so your hard work and finances positively influence Newport News communities.

Who Needs Wealth Management in Newport News, VA?

Wealth management isn’t just for the ultra-wealthy—it’s for anyone who has worked hard to achieve financial success and wants to make smart decisions about their future. If you’re trying to responsibly navigate a high-income lifestyle, managing a growing investment portfolio, or preparing for significant life milestones such as retirement or funding education, wealth management can provide the guidance and organization you need.

At Correct Capital, we specialize in helping:

  • High-earning individuals who want to grow and protect their wealth.
  • Business owners planning for succession, growth, or tax efficiency.
  • Families aiming to handle wealth across generations efficiently.
  • Professionals gearing up for retirement or other significant life changes.

If your aim is to develop a tax-smart investment approach, leave a legacy for your descendants, or just gain tranquility by knowing your finances are managed well, 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 not solely about managing finances; it enables you to enjoy the life you've diligently constructed.

How to Choose a Wealth Manager | Newport News Wealth Management

Entrusting your wealth and future to someone is not something to be taken lightly. You need to be able to have confidence in both the individuals handling your finances and their competency, knowledge, and background. Here are eight inquiries you ought to make when seeking a financial advisor for your wealth management in Newport News.

  1. 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 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 Newport News wealth management firm will hold qualifications that can only be acquired by meeting education and experience requirements 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 customize their services to match your unique requirements.
  4. What services do they offer? 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 transparent about any conflicts of interest that might occur.
  6. What resources do they have? 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. Are they independent? 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 Newport News should include a holistic view of your financial landscape.

How Correct Capital Does Newport News, VA 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-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

Our process unfolds as follows:

We view our wealth management clients not merely as clients but as individuals. 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 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: Spend less time worrying about markets and taxes 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 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 Newport News

Correct Capital's wealth management team boasts over 69 years of collective experience, assisting Newport News'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 Newport News with thorough financial planning services. As a fiduciary and an independent firm, our sole focus is on your best interest.

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 comprehensive view of your financial well-being. We'll develop a financial plan for you, and then use cutting-edge technology and analytics to oversee and adjust it as needed.

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


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