Wealth Management in Westwood, MO

Wealth Management in Westwood, MO Comprehensive Wealth Management to Turn Your Dreams Into Reality

Wealth Management in Westwood, MO. Our financial health is about more than just getting to live in our dream house; it impacts our mental well-being, the the life our families will live and the legacy we'll leave, and whether or not we realize our life goals. Correct Capital offers comprehensive wealth management services to Westwood, MO individuals and families so they can can have peace of mind because their money and future are not only secure but well-positioned for sustained success. Turn your goals into reality with Correct Capital's Westwood, MO wealth management services today by calling 314-930-401(k) 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 ample income and financial certainty. Our Westwood, MO wealth management team at Correct Capital do more than just try to time the market; we consider ourselves caretakers of your wealth and financial life mentors. Many Americans don't often think about some important features of financial health; for example, only a third 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. A diversified portfolio that takes into account everything from tax planning to insurance options is an important aspect to consider when managing your wealth. Correct Capital's wealth management advisors in Westwood, MO have the understanding, skill, diligence, and tools to help you get from where you are to where you want to go.

Wealth Management Westwood, MO | Portfolio Management | Financial Advisors Near Westwood

What is Wealth Management? | Westwood, MO Wealth Management

Wealth management is a broad phrase that generally refers to how a financial advisor organizes all aspects of a client's finances to focus on the comprehensive custodianship of their wealth. Full-scale wealth management in Westwood, MO will provide meticulous financial advice, such as:

  • Net worth determination to track your financial stability, evaluate unnecessary expenses, and pinpoint where you want it to go in the future.
  • Investing, investment advice, and portfolio management that strive to predict changes in the market, create a balanced and diversified portfolio, and mitigate risk in the interest of growing your wealth.
  • Estate planning so you can leave a legacy for your Westwood, 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 aligns with your current finances, or if real estate investing is right for you.
  • Insurance planning to make sure your assets are protected and 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 changing jobs and want to make sure the money you've already saved is still working for you.
  • Tax planning to reserve as much money as you can for yourself, your family, future investments and other opportunities.
  • Philanthropic planning so the fruits of your labor will ensure prosperous Westwood, MO communities as well.

What to Look for in a Wealth Manager | Westwood, 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 take custodianship of your wealth and the savvy, wisdom, and experience they use to do so. Below are eight important things to ask yourself before deciding on a financial advisor for your wealth management in Westwood, MO.

  1. What is their experience in wealth management? In any profession, there's no better teacher than experience. 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 the best strategies for intermediate and long-term growth. They'll also have a large network of relationships and resources that you'll both be able to lean on.
  2. What designations do they have? Literally anybody can call themselves a "wealth manager." A Westwood, 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 standard 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.
  4. What services do they provide? The best wealth management firms will be experts in all-inclusive services that go beyond portfolio management and retirement planning to take the totality of your life and financial assets into account.
  5. 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 have questions, and that they're being upfront in the event that there is a conflict of interest.
  6. What tools do they have access to? Effective wealth management is based on on in-depth analytics and the latest technologies to accurately assess the market and analyze historical tendencies to predict what strategies and options are best for you.
  7. Who do they work for? Many larger firms are restricted 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. When a wealth manager is independent, they are looking out for your best interest and are not limited in the strategies they can use in your favor.
  8. Do they have a comprehensive view of wealth management? While asset allocation and getting a great return on investment are key features of any financial advising services, true wealth management in Westwood, MO should include a complete view of your finances.

Correct Capital's Approach to Wealth Management in Westwood, MO

At Correct Capital, our wealth management team has in excess of 7 decades of cumulative experience helping Westwood, 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 PLANNERS ™, whose qualifications are attained through experience, education, passing thorough exams, and observing high ethical standards. We serve families and individuals in addition to business owners in Westwood, MO by using the latest technologies 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. In our initial consultation, we'll get to know where you are in life and what type of life you want to have. Then, we'll discuss your income, savings, and any debts you have to get an overall view of your financial health. We'll create a financial plan for you, and actively manage it.

Other services we offer in Westwood, MO include:

Wealth Management Westwood, MO | Portfolio Management | Financial Advisors Near Westwood

Wealth Management Westwood, MO | Correct Capital

Our only aim is to offer you the best wealth management services we can, 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 will always be open, honest, and straightforward with you. We take pride in the fact that we help Westwood, MO residents reach their goals and enrich their family's future. For dedicated and experienced wealth management in Westwood, MO with experts you can trust, get in touch with Correct Capital today at 314-930-401(k) or contact us online.


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