Ryan Potts

Ryan Potts

Portfolio Manager & Financial Advisor

Currently, at Correct Capital Wealth Management, Ryan plays a pivotal role in shaping the firm's investment philosophy. As Portfolio Manager, Ryan has developed a framework guiding critical investment management aspects, including asset allocation, manager selection security analysis, and rebalancing procedures. Ryan ensures the firm's investment approach aligns with current market conditions and client objectives.


About Me

Currently, at Correct Capital Wealth Management, Ryan plays a pivotal role in shaping the firm’s investment philosophy. As Portfolio Manager, Ryan has developed a framework guiding critical investment management aspects, including asset allocation, manager selection security analysis, and rebalancing procedures. Ryan ensures the firm’s investment approach aligns with current market conditions and client objectives.

Ryan also plays a significant role as Portfolio Manager of the Core Equity, Equity Income, and Asset Allocation models, demonstrating a deep understanding of various asset classes and the ability to craft cohesive investment strategies across different risk profiles. By overseeing these core models, he plays a critical role in driving the firm’s overall investment performance and ensuring alignment with client risk tolerances and long-term goals.

Before this role, Ryan honed his skills in leading client relationships, managing model portfolios, conducting due diligence, and developing investment strategies – for various firms. This experience allows him to bring a comprehensive perspective to Correct Capital Wealth Management.

When Ryan isn’t busy caring for his clients or studying the markets, you can find him at the golf course, hunting across the Midwest, or at any Missouri sporting event. Ryan emphasizes making new memories and prefers doing so with his friends and family whenever possible.

Awards


Disclosure

The National Association of Plan Advisors™ Top DC Advisor Teams award recognizes teams of a single physical location having at least $100 million in defined contribution assets under advisement as of December 31, 2023. Established in 2017, the Top DC Advisor Teams nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.

Your Advisory Team

Correct Capital is an independent, privately held wealth advisory firm built around our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and into your future. Whether it is saving for retirement, wanting to optimize your current asset portfolio, or implementing a retirement plan for your business and employees, our independent fiduciary advisors are ready to plot a course for you to achieve financial peace of mind. Meet the team that makes it possible:

Brian I. Pultman, CFP®
Brian I. Pultman, CFP®

Brian I. Pultman, CFP®

Founder and CEO

John V. Biedenstein, AIF®, CPA
John V. Biedenstein, AIF®, CPA

John V. Biedenstein, AIF®, CPA

Financial Advisor & Retirement Plan Specialist

Cherry Ohms, MBA
Cherry Ohms, MBA

Cherry Ohms, MBA

Financial Advisor

Jordan Korte
Jordan Korte

Jordan Korte

Associate Advisor

Alexia Keil, CFPA®
Alexia Keil, CFPA®

Alexia Keil, CFPA®

Retirement Plan Consultant

Pintip Perdun
Pintip Perdun

Pintip Perdun

Investment Advisor Service Associate

Marquita Thomas
Marquita Thomas

Marquita Thomas

Investment Advisor Service Associate

Kate Boschert
Kate Boschert

Kate Boschert

Relationship Manager

Manasa Konduri
Manasa Konduri

Manasa Konduri

Front Office Associate

Services We Offer