Wealth Management in Westwood, MO
Wealth Management in Westwood, MO. Our financial health is about more than just being able to buy our dream car; it impacts our mental health, the futures of ourselves and our families, and whether or not we attain our life goals. Correct Capital offers holistic wealth management services to Westwood, MO residents so they can can have peace of mind because their money and future are not only safe but well-positioned for sustained success. Turn your goals into reality with Correct Capital's Westwood, 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 adequate income and financial security. Our Westwood, MO wealth management team at Correct Capital are more than just investment advisors; we strive to be stewards of your wealth and financial life mentors. Many Americans don't often think about some key details of financial health; for example, only 33% of Americans have a will. People with the best financial health 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. 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 Westwood, MO have the wisdom, talent, tenacity, and resources to help you get from where you are to where you want to go.
What is Wealth Management? | Westwood, MO Wealth Management
Wealth management is an inclusive term that generally refers to how a financial advisor manages every facet of a client's finances in the interest of maintaining the comprehensive care of their financial assets. Holistic wealth management in Westwood, MO will provide thorough financial advice, such as:
- Net worth determination to trace your financial stability, analyze where you may be spending too much, and identify where you want it to go in the future.
- Investing, investment advice, and portfolio management that attempt to predict market fluctuations, diversify your assets, and lessen risk so your wealth can grow.
- Estate planning so you can be sure that your Westwood, MO family is provided for 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 meets with your current finances, or if real estate investing is a good fit for your finances and goals.
- Insurance planning to make sure your assets are protected and there aren't any more affordable options.
- 401(k) services 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 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 protect Westwood, 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.
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What to Look for in a Wealth Manager | Westwood, MO Wealth Management
Choosing a trustworthy and capable wealth manager is a serious task; you are in many ways entrusting them with your future. You need to be able to trust both the financial advisors who will guard your wealth and the skills, wisdom, 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 Westwood, MO.
- Do they have sufficient wealth management experience? In any industry, there's no better teacher than experience. The longer a financial advisor has been assisting clients in wealth management, the the better idea they'll have of how to handle 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 hold? The term "wealth manager" doesn't necessarily defer any qualifications to the person using it. A Westwood, MO wealth management firm that really knows how to grow wealth will hold qualifications that can only be acquired by meeting education and experience obligations and passing rigorous exams.
- Who is their typical client? A wealth manager may be qualified and have financial experience, 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 experts in exhaustive services extend far beyond portfolio management and retirement planning to consider the full spectrum of your life, goals, and current financial health.
- Do they communicate well? You probably don't need to have your wealth manager on speed dial, but you need to know that they're accessible, and that they're being sincere with you if any conflicts of interest come up.
- What tools do they utilize? In-depth analysis of historical trends and cutting edge technologies and digital platforms are essential to providing clients a wealth management strategy that can endure and capitalize on market fluctuations.
- Are they independent? Many wealth managers that work at larger firms are bound to certain brokerages and might not be allowed to give you truly impartial advice or may not be able to offer you a full range of investment options. Independent firms have no such restrictions, 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 asset allocation and maximizing returns are key aspects of any financial advising services, true wealth management in Westwood, MO should include a complete view of your finances.
Correct Capital's Wealth Management Philosophy 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 PLANNER ™ professionals, whose qualifications are attained through experience, education, passing rigorous exams, and keeping to high ethical standards. We serve families and individuals in addition to business owners in Westwood, MO with comprehensive financial planning. As a fiduciary and an independent firm, we are legally and ethically bound to do what's best for you and only you.
Your wealth manager is a kind of life coach. In our initial consultation, we'll discuss where you are and where you want to go. Then, we'll go over your assets, liabilities, debts, income, and expenses to obtain an overall feel for your financial health. We'll develop 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 Westwood, MO include:
- Succession Planning
- Fiduciary Financial Advisor
- Company 401(k) Plans
- ESOP Advisor
- Self-Employed Retirement Plans
Wealth Management Westwood, 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 will always be open, honest, and straightforward with you. We take pride in the fact that we help Westwood, MO residents attain their dreams and enrich their family's future. For committed and experienced wealth management in Westwood, MO with experts you can trust, get in touch with Correct Capital today at 877-930-4015 or contact us online.
