Wealth Management in St. Louis, MO

Wealth Management in St. Louis, MO Comprehensive Wealth Management to Help You Achieve Your Dreams

Wealth Management in St. Louis, MO. Our financial health is about more than just getting to live in our dream house; it impacts our emotional well-being, the the life our families will live and the legacy we'll leave, and whether or not we realize our what's most important to us in life. Correct Capital offers comprehensive wealth management services to St. Louis, MO residents so they can be confident that their finances and future are not only protected but ideally positioned for long-term growth. Turn your goals into reality with Correct Capital's St. Louis, MO wealth management services today by calling 314-930-401(k) 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 St. Louis, MO wealth management team at Correct Capital do more than just manage your investments; we see ourselves as stewards of your wealth and financial life teachers. Many Americans don't often think about some vital features of financial security; for example, only 33% 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 old they are 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 St. Louis, MO have the wisdom, expertise, tenacity, and tools to help you get from where you are to where you want to go.

Wealth Management St. Louis, MO | Portfolio Management | Financial Advisors Near St. Louis

What is Wealth Management? | St. Louis, MO Wealth Management

Wealth management is a wide-ranging phrase that generally refers to how a financial advisor organizes every facet of a client's finances in the interest of maintaining the overall custodianship of their wealth. Comprehensive wealth management in St. Louis, MO will provide meticulous financial advice, such as:

  • Net worth determination to keep an eye on your financial stability, see where you may be spending too much, and pick out more useful and valuable places to put your money.
  • Investing, investment advice, and portfolio management that endeavor to foresee market fluctuations, diversify your assets, and mitigate risk in the interest of growing your wealth.
  • Estate planning so you can leave a legacy for your St. Louis, MO family.
  • Retirement planning so you can finally get the beach house and dream car, or just relax on the porch knowing you're financially secure.
  • 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 right for you.
  • Insurance planning to verify you, your family, and your assets can survive any surprises and that you're not overpaying.
  • 401(k) advising for business owners who want to reward their best employees with a secure future and a range of investment and savings options.
  • 401(k) rollover if you're taking advantage of an exciting new opportunity and want to make sure the money you've already saved is still working for you.
  • Tax planning to set aside as much money as you can for yourself, your family, future investments and other opportunities.
  • Philanthropic planning so the results of your hard work will benefit St. Louis, MO communities as well.

What to Look for in a Wealth Manager | St. Louis, 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 skills, insight, and experience they will employ to do so. Here are eight important things to ask yourself before choosing a financial advisor for your wealth management in St. Louis, MO.

  1. Do they have enough wealth management experience? In any industry, experience goes a long way in preparing someone to handle tough situations. The more experience a financial advisor has in wealth management, the the better idea they'll have of how to handle market fluctuations, and they'll know how to best position your wealth for your time horizon, whether that be in 5 years, 12 years, or 30. It also means they'll have a large network of relationships and resources.
  2. What designations do they hold? Literally anybody can call themselves a "wealth manager." A St. Louis, MO wealth management firm that really knows what it's doing will hold qualifications that are independently verifiable with independent agencies and overseeing bodies.
  3. Who is their typical client? A wealth manager may meet a wide range of criteria, but they can only help you so much if they don't have experience with people who are in a similar situation as you.
  4. What services do they provide? The best wealth management firms will be able to provide comprehensive services that go beyond tax planning and retirement planning to consider the full spectrum of your life, goals, and current financial health.
  5. Do they communicate well? Few people need to have your wealth manager on speed dial, but you need to know that they're accessible, and that they're being sincere if there is ever a conflict of interest.
  6. What resources do they have? In-depth analysis of historical tendencies and cutting edge technologies and digital platforms are vital to providing clients a wealth management strategy that can endure and capitalize on market fluctuations.
  7. Are they independent? Many consultants that work at larger firms are restricted to certain brokerages and are therefore limited in the investment opportunities they can offer you and might not give you completely unbiased advice. Independent firms have no such restrictions, and you can be sure that they are recommending options that they truly believe in.
  8. Do they have a holistic view of wealth management? While optimizing asset allocation and getting a great return on investment are essential features of any wealth building strategy, true wealth management in St. Louis, MO should include a complete view of your finances.

Correct Capital's Approach to Wealth Management in St. Louis, MO

At Correct Capital, our wealth management team has over 7 decades of combined experience helping St. Louis, MO individuals and families make their finances work for them. Our firm is a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNERS ™, whose qualifications are accomplished through experience, education, passing thorough exams, and heeding high ethical standards. We serve families and individuals as well as business owners in St. Louis, MO by using in-depth research and analytics to implement sensible strategies to help them get where they want to go. As a fiduciary and an independent firm, our only interest is what's best for you.

Your wealth manager is a kind of life coach. When we first meet with you, we'll discuss where you are and where you want to go. Then, we'll discuss every aspect of your finances to acquire a general feel for your financial health. We'll generate a financial roadmap for you, and then use the latest technologies and analytics to monitor it and make adjustments when necessary.

Other services we offer in St. Louis, MO include:

Wealth Management St. Louis, MO | Portfolio Management | Financial Advisors Near St. Louis

Wealth Management St. Louis, MO | Correct Capital

Our only goal is to get the best results we can for you, and we are legally and ethically required to do so. 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 our ability help St. Louis, MO residents achieve their dreams and enhance their family's future. For dedicated and accomplished wealth management in St. Louis, MO with a personalized touch, reach out to Correct Capital today at 314-930-401(k) or contact us online.

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