Wealth Management in O'Fallon, MO
Wealth Management in O'Fallon, MO. Our financial health is about more than just having the lifestyle we want; it has an effect on our emotional health, 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 comprehensive wealth management services to O'Fallon, MO residents so they can can have peace of mind because their money and future are not only protected but well-positioned for sustained success. Turn your goals into reality with Correct Capital's O'Fallon, MO 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 ample income and financial security. Our O'Fallon, MO wealth management team at Correct Capital do more than just try to time the market; we see ourselves as stewards of your wealth and financial life teachers. Many Americans don't often think about some key aspects of financial security; for instance, only a third of Americans have a plan for what will happen with their wealth once they've moved on. Investors in the U.S. have diversified portfolios that include equities, fixed income, cash, and more depending on how close they are to retirement and how much risk they are willing to take on. An experienced and knowledgeable wealth manager will help you create a diversified portfolio while considering everything from tax planning to insurance options. Correct Capital's wealth management advisors in O'Fallon, MO have the wisdom, talent, diligence, and tools to help grow your wealth and live the life you want.
What is Wealth Management? | O'Fallon, MO Wealth Management
Wealth management is a broad term that generally refers to how a financial advisor manages the entirety of of a client's finances in the interest of maintaining the comprehensive care of their financial assets. Full-scale wealth management in O'Fallon, MO will provide thorough financial advice, including:
- Net worth determination to track your financial stability, see superfluous spending, and pinpoint more useful and valuable places to put your money.
- Investing, investment advice, and portfolio management that seek to foresee changes in the market, create a balanced and diversified portfolio, and meet your preferred level of risk in the interest of balancing your investments with your time horizon.
- Estate planning so you can be sure that your O'Fallon, MO family is taken care of once you're gone.
- Retirement planning so you can feel at ease that your income will fit your desired lifestyle in your golden years.
- Real estate transactions to determine if you're financially prepared for that new house or if real estate investing is a good fit for your finances and goals.
- Insurance planning to verify your assets are protected and there aren't any more affordable options.
- 401(k) advising for business owners who want to see their employees financially secure is well.
- 401(k) rollover if you're moving to a new company and want to make sure the money you've already saved is still working for you.
- Tax planning to reserve as much money as you can for yourself, your family, future investments and other opportunities.
- Philanthropic planning so the fruits of your labor will benefit O'Fallon, MO communities as well.
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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 to Look for in a Wealth Manager | O'Fallon, MO Wealth Management
Choosing a trustworthy and capable wealth manager is a serious task; you are in many ways entrusting them with your future. It's imperative to make an informed decision and take into account the merits of both the financial advisors who will guard your wealth and the skills, understanding, and experience they use to do so. Below are eight questions you should ask when seeking a financial advisor for your wealth management in O'Fallon, MO.
- Do they have enough wealth management experience? In any field, experience goes a long way in preparing someone to handle complicated situations. The more experience a financial advisor has in wealth management, the more accustomed they'll be to market fluctuations, and they'll know the best strategies for intermediate and long-term growth. It also means they'll have a far-reaching network of relationships and resources.
- What qualifications do they hold? Literally anybody can call themselves a "wealth manager." A trustworthy and seasoned O'Fallon, MO wealth management firm will hold qualifications that can only be acquired by fulfilling education and experience obligations and passing rigorous exams.
- Who is their average client? A wealth manager may be qualified and have financial experience, but they can only help you so much if they are not used to advising people in your situation.
- What services do they provide? The best wealth management firms will be qualified to provide all-inclusive services that go beyond portfolio management and retirement planning to consider the full spectrum of your life, goals, and current financial health.
- 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 upfront in the event that there is a conflict of interest.
- What tools do they have? Productive wealth management is based on on in-depth data and the latest technologies to accurately assess the market and analyze historical trends to forecast what strategies and options are best for you.
- Who do they work for? Many consultants that work at larger firms are bound to certain brokerages and might not be allowed to give you truly impartial advice or may not be able to offer you a full range of investment options. Independent firms have no such restrictions, and you can be sure that they are recommending options that they truly believe in.
- Will they manage your wealth, or just your investments? While optimizing asset allocation and getting a great return on investment are essential features of any long-term growth strategy, true wealth management in O'Fallon, 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 Wealth Management Philosophy in O'Fallon, MO
At Correct Capital, our wealth management team has more than 75 years of cumulative experience helping O'Fallon, MO individuals and families meet their financial milestones and live the lives they want. Our firm is a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose credentials are attained through experience, education, passing exhaustivee exams, and adhering to high ethical standards. We serve families and individuals as well as business owners in O'Fallon, 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.
Wealth management is a type of life management. In our initial consultation, we'll get to know where you are in life and what type of life you want to have. Then, we'll look over every facet of your finances to obtain an overall feel for your financial health. We'll generate a a long-term plan for you, and actively manage it.
Other services we offer in O'Fallon, MO include:
Wealth Management O'Fallon, MO | Correct Capital
We succeed when you succeed. Trust is essential when it comes to your finances, so we hope you get to know us as we get to know you and your finances. We take pride in our ability help O'Fallon, MO residents realize their dreams and protect their family's future. For committed and knowledgeable wealth management in O'Fallon, MO with experts you can trust, get in touch with Correct Capital today at 877-930-4015 or contact us online.
