Wealth Management in Wentzville, MO
Holistic Wealth Management to Turn Your Dreams Into Reality
Wealth Management in Wentzville, MO. Our financial health is about more than just being able to eat at our favorite restaurants; it has an effect on our mental well-being, the futures of ourselves and our families, and whether or not we realize our what's most important to us in life. Correct Capital offers holistic wealth management services to Wentzville, MO individuals and families so they can be sure that their money and future are not only secure but set up for long-term success. Turn your goals into reality with Correct Capital's Wentzville, 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 certainty. Our Wentzville, MO wealth management team at Correct Capital do more than just manage your investments; we see ourselves as caretakers of your wealth and financial life mentors. A lot of details of financial health are too often ignored; for example, only a third of Americans have a will. Investors in the U.S. have diversified portfolios that are comprised of equities, fixed income, cash, and more depending on how close they are to retirement and risk tolerance. A diversified portfolio that takes into account everything from tax planning to insurance options is an important thing to consider when managing your wealth. Correct Capital's wealth management advisors in Wentzville, MO have the wisdom, skill, diligence, and resources to help grow your wealth and live the life you want.
What is Wealth Management? | Wentzville, MO Wealth Management
Wealth management is a wide-ranging term that generally refers to how a financial advisor organizes the entirety of of a client's finances in the interest of maintaining the overall custodianship of their financial assets. Holistic wealth management in Wentzville, MO will provide in-depth financial advice, such as:
- Net worth determination to track your financial stability, see where you may be spending too much, and pick out where you want it to go in the future.
- Investing, investment advice, and portfolio management that endeavor to foresee market fluctuations, create a balanced and diversified portfolio, and lessen risk so your wealth can grow.
- Estate planning so you can be sure that your Wentzville, MO family is taken care of once you're gone.
- 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 a good fit for your finances and goals.
- Insurance planning to verify you, your family, and your assets can survive any surprises and that you're not overpaying.
- 401(k) services if you run a business and want to see your employees financially secure is well.
- 401(k) rollover if you're moving to a new company 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 will benefit Wentzville, MO communities as well.
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 guard your wealth and the skills, understanding, and experience they use to do so. The following are eight questions you should ask before deciding on a financial advisor for your wealth management in Wentzville, MO.
- Do they have enough wealth management experience? In any field, experience goes a long way in preparing someone to handle tricky situations. The longer a financial advisor has been assisting clients in wealth management, the more accustomed they'll be 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. It also means they'll have a wide network of relationships and resources.
- What designations do they hold? The term "wealth manager" doesn't necessarily defer any qualifications to the person using it. A dependable and accomplished Wentzville, MO wealth management firm will hold qualifications that are independently verifiable with independent agencies and overseeing bodies.
- 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 are not used to advising people in your situation.
- What services do they offer? The best wealth management firms will be able to provide exhaustive services extend far beyond investment and retirement planning to consider the full spectrum of your life, goals, and current financial health.
- How do they communicate with you? You probably don't need to have your wealth manager on speed dial, but you want to know that they're there when you have questions, and that they're being straightforward with you if any conflicts of interest emerge.
- What resources do they have? Productive wealth management is best achieved through on in-depth data and the latest technologies to accurately assess the market and analyze historical tendencies to forecast what strategies and options are best for you.
- 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. When a consultan is independent, they are looking out for your best interest and are not limited in the options they can present you with.
- Will they manage your wealth, or just your investments? While asset allocation and getting a great return on investment are important features of any long-term growth 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 in excess of 75 years of combined experience helping Wentzville, MO individuals and families meet their financial milestones and live the lives they want. We are a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose qualifications are attained through experience, education, passing demanding exams, and adhering to high ethical standards. We serve families and individuals in addition to business owners in Wentzville, 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, our only obligation is proving you with expert, personalized, and dependable financial advice.
Wealth management is a kind of life management. 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 look over your assets, liabilities, debts, income, and expenses to get a general view of your financial health. We'll generate a financial game plan for you, and adjust it when fluctuations in the market or your life make it necessary.
Other services we offer in Wentzville, MO include:
- Company 401(k) Plans
- ESOP Advisor
- Self-Employed Retirement Plans
- 401(k) For Small Business
- Small Business Retirement Plans
- Tax Planning
- Social Security Consultants Near Me
- Retirement Calculator
- Retirement Planning
- Rollover 401(k)
Wealth Management Wentzville, MO | Correct Capital
We succeed when you succeed. 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 help Wentzville, MO residents attain their goals and enhance their family's future. For committed and talented wealth management in Wentzville, MO with a personalized touch, call Correct Capital today at 314-930-401(k) or contact us online.