Celebrating Cherry Ohms at the GRIT Luncheon! We were thrilled to watch our very own Cherry Ohms take the stage today at the GRIT Luncheon, participating in an insightful panel discussion on International Women in Leadership. ?? Cherry was part of an esteemed group of panelists who shared their personal journeys, discussed the challenges faced by women in leadership, explored cultural differences, and offered profound advice for aspiring female leaders. ???? Go Cherry! ???? #womenleaders #womensupportingwomen #womeninfinance #ccwm #Trustmatters
Correct Capital Wealth Management
金融服务
St Louis，Missouri 359 位关注者
We offer wealth management services and financial advice through an independent and transparent approach.
关于我们
Correct Capital is an independent, privately held wealth advisory firm that specializes in retirement planning, financial planning, portfolio management and investment advice. 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. As CERTIFIED FINANCIAL PLANNERS? we are held to high professional and ethical standards, we are required to honor our Fiduciary duty above all. Being a Fiduciary Financial Advisor, we are investment professionals who are licensed with the United States Securities and Exchange Commission. Fiduciary Advisors are important for clients because they are legally required to put clients' interests ahead of their own. Correct Capital is owned by CEO Brian I. Pultman, who has been a Top Barron's Advisor five times since 2009. We’re committed to serving clients with the highest level of investment advice and exceptional service. The Correct Capital team focuses on trust and works together with clients to help them see and achieve a better future.
- 网站
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https://correctcap.com
Correct Capital Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- St Louis，Missouri
- 类型
- 私人持股
- 创立
- 2018
- 领域
- Retirement Planning、Wealth Management、Financial Planning、Portfolio Management和Investment Advice
地点
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主要
获取路线
130 S Bemiston Ave
US，Missouri，St Louis，63105
Correct Capital Wealth Management员工
动态
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???Celebrating Love and Friendship??? This weekend, our team had the honor of attending the beautiful wedding of Pintip Perdun’s daughter. Pintip, a long-time associate of our firm, shared a day filled with joy, laughter, and heartfelt moments that we will cherish forever. We were thrilled to see Pintip beam with pride and happiness as her daughter walked down the aisle. It was a touching reminder of the strong bonds we share, not just as coworkers, but as a family. Congratulations to the newlyweds! May your journey together be filled with endless love, joy, and adventure. ???? #CCWM #TrustMatters #Workfam
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???CCWM 2025 Goal - CHECKED!??? We are thrilled to announce that we have once again made it to the?2025 NAPA Top DC Advisor Teams?list! This prestigious list highlights the nation's leading retirement plan advisor firms, focusing on teams based in a single physical location with at least $100 million in DC assets under advisement. With?37 plans,?2,900 participants, and?$211 million in assets, we are honored to be recognized among the best. Thank you, National Association of Plan Advisors, for this incredible honor. Go CCWM! ?? #ccwm #correctcapital #trustmatters
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????? We are thrilled to announce that Brian has been recognized as one of Barron's Top Advisors for the sixth consecutive year! ?? Brian’s unwavering dedication and excellence in wealth management continue to set the standard ????? ? #TopAdvisor #WealthManagement #Excellence #BarronsAward #CCWM #TrustMatters
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We're #hiring a new Financial Advisor in Greater St. Louis. Apply today or share this post with your network.
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?? CCWM is excited to announce that Ryan Potts and Jordan Korte proudly represented us at the Mizzou CAFNR and Business Career Fairs! ?? They had an amazing time connecting with some of the brightest and most ambitious students, igniting discussions about the future of our industry. Here's to building new relationships and inspiring the leaders of tomorrow! ??? #CCWM #CorrectCapital #TrustMatters #Mizzou #CareerFair?
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Correct Capital Wealth Management转发了
???Celebrating Women’s Achievements!??? CCWM’s very own Kate Boschert and Cherry Ohms had an incredible time at the 2025 International Women’s Day Event, hosted by MarshMcLennan Agency in association with RUNG for Women.?The theme, “Building the Future,” set the stage for a morning filled with inspiring celebrations of women’s achievements and engaging discussions on shaping a brighter future. ??? #TrustMatters #CorrectCapital #CCWM #internationalwomensday #womensupportingwomen
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???Celebrating Women’s Achievements!??? CCWM’s very own Kate Boschert and Cherry Ohms had an incredible time at the 2025 International Women’s Day Event, hosted by MarshMcLennan Agency in association with RUNG for Women.?The theme, “Building the Future,” set the stage for a morning filled with inspiring celebrations of women’s achievements and engaging discussions on shaping a brighter future. ??? #TrustMatters #CorrectCapital #CCWM #internationalwomensday #womensupportingwomen
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???Women of Steel 2025 – A Transformative Experience!??? Kate Boschert and Alexia Keil from CCWM joined over 80 incredible women at the Women of Steel 2025 event! Highlights included networking, insights on resilience and communication, and celebrating Alexia Keil earning her CPFA designation – woot woot! Read Kate’s full recap here to learn more about this inspiring event: https://lnkd.in/eN4E2tGB #WomenOfSTEEL #STEELConference2025 #CCWM #CorrectCapital #TrustMatters
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