Correct Capital is an independent, privately held wealth advisory firm that is built around the client journey. No matter where you are in life, we are there to work with you to plan for today, tomorrow and your future.
Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your financial plan. With your success in mind, together we build customized solutions that help you meet your goals. Whether you are years away from retirement, contemplating retirement, or currently enjoying retirement, we can help.
|Firm Start Year:||2018|
|States Licensed in:||AK, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NY, NC, OH, OR, PA, SC, TX, VA|
|Advisory Services Provided:||Portfolio Management, Financial Planning for Individuals|
|I can meet clients in the following ways:||Video Conference, At my office, Via Email, Via Phone|
|Advisor's Number of Clients:||385|
|Advisor's Number of Managed Clients:||350|
|Advisor's Number of Planning Clients:||350|
|Assets Managed by Advisor:||$550,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
Investment advisory services and portfolio management offered through Correct Capital Wealth Management, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission
As the founder of Correct Capital Wealth Management, Brian has had the honor and privilege of being a trusted advisor to families, institutions, and corporations for over 28 years. Brian not only brings decades of experience and knowledge in wealth management but provides access to his vast network of relationships and resources to connect and help individuals succeed.
"I never take for granted the trust and friendship our valued clients extend to us - it's a privilege."
Starting in 1993, Brian worked at A.G. Edwards, which later became Wells Fargo Advisors. He is a six-time National "Top 1200 Advisor" as ranked by Barron's Magazine, and is consistently ranked as a Small Business Monthly "Best Wealth Managers in St. Louis," and a FIVE STAR Wealth Manager. When working with clients, Brian strives to serve as his clients' advocate by focusing on their individual goals and objectives and making recommendations accordingly.
Outside of Correct Capital, Brian is called upon for leadership and is passionate about giving back in the St. Louis community. He is an Executive Board member of the St. Louis Men's Group Against Cancer and Executive Board Member of the Jewish Community Center. He is consistently recognized as a supporter of Pedal the Cause, Multiple Sclerosis Society, and is a member of the Eagle Scout Association.
Around St. Louis, you might find Brian running or biking in Forest Park, or taking morning swims at the J. He enjoys competing in triathlons and traveling - his favorite memory is climbing Machu Picchu with his family in Peru.
Brian is a lifetime resident of St. Louis and lives with his wife of 27 years, Mindy, in Clayton. Their daughter Sydney is a graduate of Rollins College in Winter Park, Florida, and their son Sam attends the Kelley School of Business at Indiana University in Bloomington.
Brian earned his B.S. in Business Administration from University of Missouri-Columbia. As an extension of his desire to serve clients, Brian has a CERTIFIED FINANCIAL PLANNER(TM) certification. To earn the CFP® designation, Brian had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Brian also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Financial Planning for Individuals
We look at it all and ask questions you may think weren't pertinent to your financial well-being. Having a comprehensive plan as your foundation assists in making strategies and goals more attainable. Your financial planning needs should coordinate, as each piece of the puzzle has a place in your bigger picture. We help you put the pieces where they go, fill holes if they exist, and most importantly, offer a strategy to accomplish goals together. It's integrated financial planning, and we specialize in it. Our plans includes saving for education, real estate transactions, retirement planning, tax events, estate planning, and insurance policies.
Wealth can be complex. We offer a broad range of planning and portfolio management solutions which can be custom designed to reflect your specific goals and objectives. We work with you to look at your entire picture to map out a path and help you achieve milestones along the way. Among the things we can help with are retirement planning, generational wealth transfer, taxation issues, education saving for children or grandchildren, investing your savings, real estate transactions, insurance analysis, business transitions, and making the most of stock options. Our team will craft a wealth plan that evaluates your current situation. We'll analyze spending, budgets and income which helps us identify what is realistic to accomplish on the way to achieving your goals. Along the way, we provide periodic reviews and recommend modifications when appropriate or necessary, keeping your plan relevant and up-to-date.
Investment Advice & Management
Our fundamental goal is to create long-term Financial Security for our clients. An over-concern with the short term can dilute focus, increase costs and detract from performance. Sticking to a long-term strategy is key to protecting and growing wealth over time. We believe our clients' Financial Goals are best achieved by the avoidance of major losses in falling markets and the compounding of reasonable gains in rising markets. The central component of successful long-term performance is a well-constructed strategic asset allocation. By selecting the right mix of assets to suit individual risk tolerance, investors are able to maximize returns relative to risk over the long term. We search for investments and managers with acceptable downside risk and underappreciated growth potential. Our asset allocation models are derived from our estimated risk and return expectations over the coming business cycle, and the interactions between asset classes. The strategic asset allocation portfolios we recommend aim to maximize return, relative to risk, according to investor risk tolerance. Our firm's investment philosophy is integrated in our independent RIA model; put simply it's our IOU: Independent, Objective and Unbiased. We provide open architecture institutional investments while managing the fiduciary liability for plan sponsors, participants and beneficiaries. Our evaluation includes quantitative considerations, qualitative analyses and diversification review.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|
St. Louis SBM Best Wealth Advisors 2020
Correct Capital Wealth Management was selected as one of the top wealth managers in the annual
Barron's Top Advisors
Brian I. Pultman has been named a Barron's Top Advisor five times: 2009, 2010, 2011, 2017, 2018