Wealth Management in Santa Ana, CA

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Wealth Management in Santa Ana Holistic Wealth Management to Help You Achieve Your Dreams

Wealth Management in Santa Ana, CA. Our financial health is about more than just having the lifestyle we want; it impacts our mental well-being, our family's future, and if we can reach our life ambitions. Correct Capital offers comprehensive wealth management services to Santa Ana residents so they can be sure that their money and future are not only protected but on track for continued prosperity. Turn your goals into reality with Correct Capital's Santa Ana 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 Santa Ana wealth management team at Correct Capital go beyond simply providing investment advice; we see ourselves as stewards of your wealth and financial life coaches. A lot of aspects of financial health and security are too often ignored; 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 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 Santa Ana have the skills, knowledge, and dedication to help grow your wealth and live the life you want.


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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? | Santa Ana 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 Santa Ana will provide thorough financial advice, such as:

  • Assessment of your net worth to track your financial stability, see where you may be spending too much, and identify where you want it to go in the future.
  • Investment strategies, counsel, and portfolio oversight that seek to anticipate market declines, diversify your assets, and mitigate risk so your wealth can grow.
  • Estate strategy so you can leave a legacy for your Santa Ana family and ensure they're taken care of once you're gone.
  • Retirement planning so you can enjoy your desired lifestyle post-retirement with financial security.
  • Real estate transactions to assess if you're ready to buy that new home or if investing in real estate is right for you.
  • Insurance to ensure your assets are safeguarded without overpaying.
  • 401(k) services if you manage a company and wish to prepare your staff for their retirement.
  • Transferring your 401(k) 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 Santa Ana communities.

Who Needs Wealth Management in Santa Ana, CA?

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 looking to manage a high-income lifestyle wisely, managing a growing investment portfolio, or preparing for significant life milestones such as retirement or funding education, 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 preparing for retirement or other major life transitions.

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.

Understanding that every client has unique circumstances, we concentrate on crafting tailored strategies that resonate with your objectives. 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 | Santa Ana 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 questions you should ask when seeking a financial advisor for your wealth management in Santa Ana.

  1. What is their experience in wealth management? In any industry, there's no substitute for experience as the ultimate educator. 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 extensive network of contacts and resources.
  2. What are their credentials and professional designations? The term "wealth manager" doesn't necessarily defer any qualifications to the person using it. A dependable and experienced Santa Ana wealth management firm will hold qualifications that can only be acquired by meeting educational and practical experience criteria and passing rigorous exams.
  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 comprehensive services that go beyond investment and retirement planning to take the totality of your life and financial assets into account.
  5. What's their communication approach with clients? 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 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 Santa Ana should include a complete view of your finances.

How Correct Capital Does Santa Ana, CA 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-focused process 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.”

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.

The Role of Wealth Management in Realizing 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 securing your retirement, establishing an education 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 for family, hobbies, or career pursuits.
  • Prepare for Wealth Across Generations: Make sure your wealth benefits your family and establishes your legacy over time.
  • Guide through Major Life Choices: From selling a business to buying a vacation property, 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 Santa Ana

At Correct Capital, our wealth management team has over 69 years of combined experience helping Santa Ana individuals and families meet their financial goals and achieve 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 Santa Ana 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. 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 overall sense of your financial health. 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 Santa Ana, CA | 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 Santa Ana residents realize their aspirations and safeguard their family's financial future. For dedicated and experienced wealth management in Santa Ana with a customized approach, call Correct Capital today at 877-930-4015 or contact us online.


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