Wealth Management in Wentzville, MO
Wealth Management in Wentzville, MO. Our financial health is about more than just having the lifestyle we want; it impacts our emotional well-being, the futures of ourselves and our families, and whether or not we realize our life goals. Correct Capital offers holistic wealth management services to Wentzville, MO individuals and families so they can can have peace of mind because their finances and future are not only safe but set up for sustained growth. Turn your goals into reality with Correct Capital's Wentzville, MO wealth management services today by calling 877-930-4015 or by contacting us online.
There are many motivations people have for looking for wealth management services, the most common being protecting wealth and ensuring sufficient income and financial security. Our Wentzville, 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 mentors. A lot of features of financial health 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 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 Wentzville, MO have the experience, expertise, diligence, and resources to help you get from where you are to where you want to go.
What is Wealth Management? | Wentzville, MO Wealth Management
Wealth management is an inclusive phrase that generally refers to how a financial advisor manages every facet of a client's finances to focus on the comprehensive care of their financial assets. Holistic wealth management in Wentzville, MO will provide thorough financial advice, such as:
- Net worth determination to track your financial stability, analyze unnecessary expenses, and pinpoint where you want it to go in the future.
- Investing, investment advice, and portfolio management that endeavor to foresee changes in the market, diversify your assets, and lessen risk in the interest of balancing your investments with your time horizon.
- Estate planning so you can leave a legacy for your Wentzville, MO family.
- 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 meets with your current finances, or if real estate investing is right for you.
- Insurance planning to make sure you, your family, and your assets can survive any surprises and that you're not overpaying.
- 401(k) advising 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 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 fruits of your labor can positively influence Wentzville, 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
How to Choose a Wealth Manager | Wentzville, 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 savvy, wisdom, and experience they will employ to do so. Below are eight important things to ask yourself before choosing a financial advisor for your wealth management in Wentzville, MO.
- What is their experience in wealth management? In any field, experience goes a long way in preparing someone to handle complex situations. 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 how to best position your wealth for your time horizon, whether that be in 5 years, 12 years, or 30. They'll also have a wide network of relationships and resources that you'll both be able to lean on.
- What designations do they have? Literally anybody can call themselves a "wealth manager." A dependable and seasoned Wentzville, MO wealth management firm will hold qualifications that can only be acquired by meeting education and experience obligations and passing rigorous exams.
- Who is their standard client? A wealth manager may be qualified and have financial experience, but you need to know that they can tailor their services to your unique circumstances.
- What services do they offer? The best wealth management firms will be experts in all-inclusive services that go beyond investment and retirement planning to take the all aspects of your life and financial assets into account.
- Do they communicate well? Few people need to have your wealth manager on speed dial, but you want to know that they're there when you need them, and that they're being direct with you if any conflicts of interest emerge.
- What tools do they have access to? In-depth analysis of historical trends and cutting edge technologies and digital platforms are key to providing clients a wealth management strategy that can endure and capitalize on market fluctuations.
- Are they independent? Many larger firms are tied 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. Independent firms have no such restraints, and you can be sure that they are recommending options that they truly believe in.
- Do they have a comprehensive view of wealth management? While optimizing asset allocation and maximizing returns are important aspects of any wealth building strategy, true wealth management in Wentzville, 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 Wentzville, MO
At Correct Capital, our wealth management team has over 7 decades of cumulative experience helping Wentzville, MO individuals and families make their finances work for them. We are a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose credentials are awarded through experience, education, passing exhaustivee exams, and observing high ethical standards. We serve families and individuals as well as business owners in Wentzville, MO by using in-depth research and analytics to implement sound strategies to help them get where they want to go. 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 look over your income, savings, and how you're currently spending your money to obtain a general feel for 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 Wentzville, MO include:
- Succession Planning
- Fiduciary Financial Advisor
- Company 401(k) Plans
- ESOP Advisor
- Self-Employed Retirement Plans
Wealth Management Wentzville, MO | Correct Capital
Our only aim is to get the best results we can for you, and we are legally and ethically bound to do so. Trust is essential when it comes to your finances, so we will always be open, honest, and straightforward with you. We take pride in our ability help Wentzville, MO residents realize their goals and reinforce their family's future. For dedicated and knowledgeable wealth management in Wentzville, MO with a personalized touch, call Correct Capital today at 877-930-4015 or contact us online.
