Wealth Management in Portland, OR

Complimentary Planning By Elements

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

Wealth Management in Portland, OR. Financial well-being encompasses more than just achieving a desired lifestyle; it impacts our mental well-being, our family's future, and whether or not we achieve our life goals. Correct Capital offers comprehensive wealth management services to Portland residents so they can be sure that their money and future are not only safeguarded but positioned for long-term growth. Achieve your financial aspirations with Correct Capital's Portland wealth management services today by calling 877-930-4015 or by contacting us online.

For numerous reasons, individuals look for wealth management services, the two most common are safeguarding assets and securing financial stability. Our Portland wealth management team at Correct Capital are more than just investment advisors; we see ourselves as stewards of your wealth and financial life coaches. 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. Effective wealth management involves considering a diversified portfolio that encompasses everything from tax planning to insurance options. Correct Capital's wealth management advisors in Portland have the experience, knowledge, dedication, and tools 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 | Portland 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. Holistic wealth management in Portland will provide all-encompassing financial advice, such as:

  • Assessment of your net worth to monitor your financial health, identify areas of overspending, and determine future financial goals.
  • Investing, investment advice, and portfolio management that seek to anticipate market declines, diversify your assets, and mitigate risk so your wealth can grow.
  • Estate planning so you can create a lasting legacy for your loved ones in Portland and make sure they are financially secure after your passing.
  • Planning for retirement so you can enjoy your desired lifestyle post-retirement with financial security.
  • Property dealings 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 changing jobs and want to optimize the money you've already saved.
  • Tax planning to minimize taxes and retain more of your earnings.
  • Charitable giving strategy so your hard work and finances positively influence Portland communities.

Who Needs Wealth Management in Portland, OR?

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, overseeing an expanding investment portfolio, or planning for major life events like retirement or sending your kids to college, 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 empowers you to live the life you’ve worked so hard to build.

How to Choose a Wealth Manager | Portland Wealth Management

Deciding to hand over your financial future to someone else is a serious decision. 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 Portland.

  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 the best strategies for intermediate and long-term growth. It also means they'll have a extensive network of contacts and resources.
  2. What qualifications and designations do they hold? The term "wealth manager" doesn't necessarily defer any qualifications to the person using it. A dependable and experienced Portland 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 customize their services to match your unique requirements.
  4. What range of services are available from them? The best wealth management firms will be able to provide a wide array of services that extend past investments and retirement planning, considering your entire life and financial situation.
  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 thorough data analysis and cutting-edge tech to evaluate market conditions and historical data for forecasting your best investment choices.
  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 genuinely endorse.
  8. Will they manage your wealth, or just your investments? While asset allocation and maximizing returns are key aspects of any financial advising services, true wealth management in Portland should include a holistic view of your financial landscape.

How Correct Capital Does Portland, OR 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 a promise we call our “IOU.”

Here's how our process works:

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 aimed at protecting and growing your lifestyle and goals.

How Wealth Management Helps You Achieve Your Dreams

Picture a life where financial concerns are less prominent, allowing your dreams and passions to lead. That’s the kind of freedom wealth management can provide. At Correct Capital, we assist in making your finances work towards your benefit.

With a comprehensive financial plan, you can:

  • Achieve Financial Security: Whether it’s funding your retirement, building a college fund, or bracing for unforeseen circumstances, we help you remain proactive.
  • Concentrate on Life's Priorities: Reduce the time spent on market and tax concerns and more time for family, hobbies, or career pursuits.
  • 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 buying a vacation property, we’re here to help you make well-informed decisions confidently.

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 Portland

Correct Capital's wealth management team boasts over 69 years of collective experience, assisting Portland'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 experience, education, passing rigorous exams, and maintaining high ethical standards. We serve families and individuals as well as business owners in Portland with thorough financial planning services. As a fiduciary and an independent firm, our sole focus is on your best interest.

Managing wealth is akin to managing life. 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, 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 Portland, OR | 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 hope you get to know us as we get to know you and your finances. We take pride in our ability to help Portland residents realize their aspirations and safeguard their family's financial future. For dedicated and experienced wealth management in Portland 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