Correct Capital Wealth Management, LLC

Correct Capital Wealth Management is a team-based advisory firm serving individuals and high-net-worth clients as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides investment management, financial planning (including one-time plans and ongoing quarterly coaching), retirement plan consulting, and discretionary and non-discretionary portfolio services, and manages roughly $889 million for a mid-sized client roster.

The firm builds individualized investment plans based on clients’ objectives, time horizons, risk tolerance and liquidity needs, then implements those plans through asset allocation across equities, fixed income, ETFs and mutual funds. Correct Capital combines fundamental and technical analysis, typically maintains positions for longer-term horizons (around 24 months), and at times allocates to third‑party money managers and Envestnet’s UMA program while using third‑party reporting tools for performance and administration.

Noteworthy differences from many peers include the firm’s use of endorsements, testimonials and third‑party ratings in its advertising materials, a practice that is relatively uncommon among similar team firms. The firm also highlights its retirement-plan fiduciary work (including ERISA 3(21)/3(38) roles), its use of outsourced managers and reporting platforms, and an internal practice to donate any gains arising from correcting trade errors to charity.