A better way to take care of you.
As a Registered Investment Advisor (RIA), we can better serve you through a fully-integrated solutions platform, providing completely objective advice and independent investment counsel. Along with our high level of service, we provide additional resources with increased value. Having moved to an independent model provides clear advantages for you.
We are also a Certified Financial Planner™. This means we are required to honor our fiduciary duty above all. We pledge that we will practice full disclosure, due-diligence, and clear client communication from day one. Our team is made up of specialists who work in a collaborative atmosphere with our clients.
We are set up to match client priorities. Working with Correct Capital you can expect us to act in your best interest always.
If we expect to earn your trust, we'd better learn about your life and pay attention to what you're looking to accomplish.
We begin with planning. From there we create a path that we can work together to execute on. We exist to help you achieve your goals.
We combine expertise and experience to provide an exceptional client experience everyday along your journey to attain your financial goals.