Wealth Management in Olivette, MO
Wealth Management in Olivette, MO. Our financial health is about more than just having the lifestyle we want; it impacts our mental health, the the life our families will live and the legacy we'll leave, and whether or not we achieve our what we want the most in life. Correct Capital offers A-Z wealth management services to Olivette, MO individuals and families so they can can have peace of mind because their money and future are not only safe but ideally positioned for long-term growth. Turn your goals into reality with Correct Capital's Olivette, 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 sufficient income and financial certainty. Our Olivette, MO wealth management team at Correct Capital do more than just manage your investments; we strive to be custodians of your wealth and financial life teachers. A lot of facets of financial health are too often ignored; for instance, only a third of Americans have a will. People with the best financial health in the U.S. have diversified portfolios that incorporate 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 Olivette, MO have the understanding, knowledge, dedication, and tools to help grow your wealth and live the life you want.
What is Wealth Management? | Olivette, MO Wealth Management
Wealth management is an inclusive phrase that generally refers to how a financial advisor oversees the entirety of of a client's finances to focus on the comprehensive guardianship of their financial assets. Full-scale wealth management in Olivette, MO will provide in-depth financial advice, including:
- Net worth determination to trace your financial stability, see unnecessary expenses, and pick out more useful and valuable places to put your money.
- Investing, investment advice, and portfolio management that strive to foresee changes in the market, diversify your assets, and lessen risk so your wealth can grow.
- Estate planning so you can be sure that your Olivette, MO family is provided for 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 that new house you've been looking at aligns with your current finances, or if real estate investing is a good fit for your finances and goals.
- Insurance planning to make sure your assets are protected and you're not overpaying.
- 401(k) advising for business owners who want to see their employees set up for retirement.
- 401(k) rollover if you're taking advantage of an exciting new opportunity and want to make the most out of the money you've already saved.
- Tax planning to lower your liability and ensure you hold onto as much of your money as possible.
- Philanthropic planning so the results of your hard work will ensure prosperous Olivette, MO communities as well.
What to Look for in a Wealth Manager | Olivette, MO 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 savvy, understanding, and experience they use to do so. The following are eight important things to ask yourself when looking for a financial advisor for your wealth management in Olivette, MO.
- Do they have adequate wealth management experience? In any field, there's no better teacher than experience. The longer a financial advisor has been assisting clients 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. They'll also have a far-reaching network of relationships and resources that you'll both be able to depend on.
- What designations do they hold? Literally anybody can call themselves a "wealth manager." A dependable and seasoned Olivette, MO wealth management firm will hold qualifications that are independently verifiable with independent agencies and overseeing bodies.
- Who is their average client? A wealth manager may meet a wide range of criteria, 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 experts in all-inclusive services that go beyond portfolio management and retirement planning to consider the full spectrum of your life, goals, and current financial health.
- Do they communicate well? Few people need to have your wealth manager on speed dial, but you need to know that they're attentive, and that they're being straightforward if there is ever a conflict of interest.
- What tools do they have? Profitable wealth management is best achieved through on in-depth data and the latest technologies to properly assess the market and analyze historical tendencies to forecast your best options.
- Who do they work for? Many advisors that work at larger firms are limited to certain brokerages and might not be allowed to give you truly objective advice or may not be able to offer you a full range of investment options. When a firm is independent, they are looking out for your best interest and are not limited in the options they can present you with.
- Will they manage your wealth, or just your investments? While optimizing asset allocation and getting a great return on investment are essential facets of any wealth building strategy, true wealth management in Olivette, MO should include a complete view of your finances.
Correct Capital's Wealth Management Philosophy in Olivette, MO
At Correct Capital, our wealth management team has in excess of 7 decades of cumulative experience helping Olivette, 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 marks are accomplished through experience, education, passing rigorous exams, and maintaining high ethical standards. We serve families and individuals as well as business owners in Olivette, 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 kind of life management. In our first meeting, we'll discuss where you are and where you want to go. Then, we'll go over every aspect of your finances to get a comprehensive opinion of your financial health. We'll develop a financial plan for you, and actively manage it.
Other services we offer in Olivette, MO include:
- Succession Planning
- Fiduciary Financial Advisor
- Company 401(k) Plans
- ESOP Advisor
- Self-Employed Retirement Plans
- 401(k) For Small Business
Wealth Management Olivette, MO | Correct Capital
Your success is our success. We know that trust is the foundation of any relationship between a client and their wealth manager, so we look forward to building a long-term relationship together. We take pride in the fact that we help Olivette, MO residents attain their dreams and protect their family's future. For committed and knowledgeable wealth management in Olivette, MO with experts you can trust, call Correct Capital today at 877-930-4015 or contact us online.
