Wealth Management in University City, MO
Wealth Management in University City, 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 attain our what we want the most in life. Correct Capital offers A-Z wealth management services to University City, MO residents so they can be sure that their finances and future are not only secure but set up for sustained success. Turn your goals into reality with Correct Capital's University City, 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 adequate income and financial certainty. Our University City, MO wealth management team at Correct Capital do more than just try to time the market; we strive to be caretakers of your wealth and financial life coaches. Many facets of financial health are too often ignored; for example, 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 are comprised of equities, fixed income, cash, and more depending on their time horizon and risk tolerance. 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 University City, MO have the experience, skill, commitment, and tools to help you get from where you are to where you want to go.
What is Wealth Management? | University City, 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 economic status in the interest of maintaining the overall guardianship of their wealth. Holistic wealth management in University City, MO will provide thorough financial advice, including:
- Net worth determination to trace your financial stability, analyze superfluous expenses, and pinpoint more useful and valuable places to put your money.
- Investing, investment advice, and portfolio management that strive to foresee market fluctuations, create a balanced and diversified portfolio, and meet your preferred level of risk so your wealth can grow.
- Estate planning so you can be sure that your University City, MO family is provided for once you're gone.
- Retirement planning so you don't have to worry about where your income will be coming from once you retire.
- Real estate transactions to determine if you're financially prepared for that new house 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 spending too much.
- 401(k) services if you run a business and want to reward your best employees with a secure future and a range of investment and savings options.
- 401(k) rollover if you're moving to a new company and want to make the most out of the money you've already saved.
- Tax planning to decrease your liability and ensure you keep as much of your money as possible.
- Philanthropic planning so the results of your hard work can positively influence University City, MO communities as well.
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
What to Look for in a Wealth Manager | University City, 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 financial advisors who will steward your wealth and the skills, insight, and experience they will employ to do so. The following are eight questions you should ask before deciding on a financial advisor for your wealth management in University City, MO.
- Do they have enough wealth management experience? In any industry, there's no better teacher than experience. The more experience a financial advisor has in wealth management, the the better idea they'll have of how to react to market fluctuations, and they'll know the best strategies for intermediate and long-term growth. It also means they'll have a wide network of relationships and resources.
- What qualifications do they have? The term "wealth manager" doesn't necessarily defer any qualifications to the person using it. A University City, MO wealth management firm that really knows what it's doing will hold qualifications that can only be acquired by fulfilling education and experience obligations and passing rigorous exams.
- Who is their typical client? A wealth manager may be qualified and have financial experience, but you need to know that they can tailor their advice to your specific needs.
- What services do they provide? The best wealth management firms will offer all-inclusive services that go beyond investment and retirement planning to consider the full spectrum of your life, goals, and current financial health.
- Do they communicate well? It's likely unnecessary to speak to your wealth manager every day, but you need to know that they're responsive, and that they're being direct in the event that there is a conflict of interest.
- What tools do they have access to? In-depth analysis of historical data and cutting edge technologies and digital platforms are essential to providing clients a wealth management strategy that can endure and capitalize on market fluctuations.
- Who do they work for? Many larger firms are bound to certain brokerages and are therefore limited in the investment opportunities they can offer you and might not give you completely unbiased advice. When a advisor is independent, they are looking out for your best interest and are not limited in the strategies they can use in your favor.
- Do they have a holistic view of wealth management? While optimizing asset allocation and maximizing returns are key facets of any wealth building strategy, true wealth management in University City, 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 University City, MO
At Correct Capital, our wealth management team has in excess of 7 decades of cumulative experience helping University City, MO individuals and families meet their financial goals and realize their dreams. Our firm is a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose credentials are awarded through experience, education, passing demanding exams, and keeping to high ethical standards. We serve families and individuals in addition to business owners in University City, MO by using in-depth research and analytics to implement reliable strategies to help them get where they want to go. As a fiduciary and an independent firm, we are legally and ethically obligated to do what's best for you and only you.
Your wealth manager is a kind of life coach. In our first meeting, we'll get to know where you are in life and what type of life you want to have. Then, we'll discuss every facet of your finances to acquire a general sense of your financial health. We'll generate a a long-term plan for you, and then use the latest technologies and analytics to monitor it and make adjustments when necessary.
Other services we offer in University City, MO include:
- Succession Planning
- Fiduciary Financial Advisor
- Company 401(k) Plans
- ESOP Advisor
- Self-Employed Retirement Plans
Wealth Management University City, 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 our ability help University City, MO residents realize their goals and enrich their family's future. For devoted and talented wealth management in University City, MO with experts you can trust, call Correct Capital today at 877-930-4015 or contact us online.
