wiseradvisor

Brian I. Pultman, CFP®
Correct Capital Wealth Management

Tel: 314-930-4015
130 S. Bemiston Ave.
Suite 602
Clayton, MO 63105

Trust Matters.

Correct Capital Wealth Management | Financial Advisor in Clayton ,MO


About Correct Capital Wealth Management

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.


General Information

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


Services

I can meet clients in the following ways:   Video Conference, At my office, Via Email, Via Phone


Firm Information

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


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   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

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000



Faqs

  • Why should I choose you as my financial advisor? With a collective 75 years of financial services experience, Correct Capital Wealth Management is a leading advisor in the St. Louis area. As a CERTIFIED FINANCIAL PLANNER", Brian and his team work together to build customized plans that meet your goals and expectations.
  • What are your qualifications? What is your education background? Every individual's situation is unique. There are no boilerplate financial plans for our clients as everyone deserves something specific to them and their family. Once we identify the objective of our client's need we implement a plan that helps them achieve success. As your life evolves, we monitor your progress and adjust to new objectives.
  • How do you charge for your services? We offer comprehensive financial planning for individuals and families, investment advice, private wealth management, insurance and legacy planning, and group retirement plans.
  • How are you compensated? How will I pay for your services? We currently serve 385 clients.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? Our team of seven financial professionals works as a consultative unit; we help discover the best ways to serve your needs and put together your plan.
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Disclaimer

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

Brian I. Pultman

Brian I. Pultman

CFP®

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.

My Services

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.


Portfolio Management

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.


My Team

Colin Day is a Financial Advisor that brings over a decade of experience in financial services to Correct Capital. To him, financial planning is more than just making sure you can retire one day: it's the process of identifying your goals - both short-term and long-term - and taking advantage of every opportunity to meet them. Colin works with individuals, families, as well as participants in our 401(k) plans to build holistic financial plans. For our 401(k) plan sponsors, Colin builds and adap ...more

Joe joined Correct Capital Wealth Management in 2019 as a portfolio manager, working in key areas such as portfolio management, capital market assumptions and financial modeling. As the head of our investment committee, he oversees trading and is an intricate part of the team. Starting in the industry in 2008, Joe most recently worked as an independent portfolio manager who financial advisors and firms hired to manage their clients' wealth. Joe has won numerous awards from Morningstar and PSN ...more

John Biedenstein has more than 30 years of retirement plan industry experience, dedicating his career to help businesses, families, and individuals plan for their retirement and investment goals. At Correct Capital, John works with institutions to meet the many challenges of creating and operating a successful retirement plan. As an Accredited Investment Fiduciary (AIF(R)), John has a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciar ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Awards & Recognitions

Awards & Recognitions St. Louis SBM Best Wealth Advisors 2020
(09/25/2020)

Correct Capital Wealth Management was selected as one of the top wealth managers in the annual


Awards & Recognitions Barron's Top Advisors
(03/01/2018)

Brian I. Pultman has been named a Barron's Top Advisor five times: 2009, 2010, 2011, 2017, 2018

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