Correct Capital Wealth Management

05/29/2026

05/27/2026

Honored to have been apart of GRIT at Maryville University last Monday!
Financial Advisors: Justin Volkmar, Jordan Korte, Johnathan Horman, and Dominic Grasse

05/06/2026

Do I need a minimum amount of assets to work with Correct Capital Wealth Management?

Jordan Korte, Associate Advisor at Correct Capital Wealth Management, addresses a question many people ask when considering working with a financial advisor:
Do you need a minimum amount of assets to work with Correct Capital Wealth Management?

Correct Capital Wealth Management is an independent, privately held wealth advisory firm serving clients throughout the United States. Our team works with individuals, families, and business owners to provide financial planning, portfolio management, and retirement planning services aligned with each client’s goals and financial situation.

To learn more about Correct Capital Wealth Management and our approach to financial planning and wealth management, visit our website or connect with our advisory team.



Website:
https://correctcap.com/

Schedule a Discovery Call:
https://calendly.com/d/cx5w-cp6-wfg/discovery-call

05/05/2026

How do I benchmark the fees in my company’s 401(k) plan?

Johnathan Horman, Lead Financial Advisor at Correct Capital Wealth Management, addresses a question many plan sponsors ask:
How do you benchmark the fees in your company’s 401(k) plan?

Correct Capital Wealth Management is an independent, privately held wealth advisory firm serving clients throughout the United States. Our team works with business owners and plan sponsors to support employer-sponsored retirement plans through plan administration, recordkeeping, investment oversight, participant education, and ongoing plan review.

To learn more about Correct Capital Wealth Management and our approach to financial planning and 401(k) services, visit our website or connect with our advisory team.

https://youtube.com/shorts/GMQZYG3s92s?si=Ouw8NypzHgOzf1h6


Website:
https://correctcap.com/

Schedule a Discovery Call:
https://calendly.com/d/cx5w-cp6-wfg/discovery-call

05/05/2026

Should you invest in cryptocurrency?

Ryan Potts, Chief Investment Officer at Correct Capital Wealth Management, addresses a question that has become increasingly common in recent years:

Should you invest in cryptocurrency?

Correct Capital Wealth Management is an independent, privately held wealth advisory firm serving clients throughout the United States. Our team works with individuals, families, and business owners to evaluate a wide range of investment opportunities and understand how emerging asset classes may or may not fit within a diversified long-term financial plan.

To learn more about Correct Capital Wealth Management and our approach to investment planning and portfolio management, visit our website or connect with our advisory team.



Website:
https://correctcap.com/
https://youtube.com/shorts/rCT4p3PL00g?feature=share

Contact:
https://correctcap.com/contact/

Schedule a Discovery Call:
https://calendly.com/d/cx5w-cp6-wfg/discovery-call

Financial Advisors:
https://correctcap.com/our-services/financial-advisor/

Portfolio Management:
https://correctcap.com/our-services/portfolio-management/

Tax Planning:
https://correctcap.com/our-services/tax-planning/

05/01/2026

CCWM was honored to attend Sip, Shop & Support at The Ritz Carlton, St. Louis on April 29, 2026. The annual women’s event is a fundraiser by the St. Louis Men's Group Against Cancer.

05/01/2026

What is the best strategy to rebalance my portfolio?

Ryan Potts, Chief Investment Officer at Correct Capital Wealth Management, addresses an important portfolio management question:
What is the best strategy to rebalance a portfolio?

Correct Capital Wealth Management is an independent, privately held wealth advisory firm serving clients throughout the United States. Our team works with individuals, families, and business owners to monitor portfolios and evaluate how asset allocations may shift over time, helping ensure investment strategies remain aligned with long-term financial goals and risk considerations.

To learn more about Correct Capital Wealth Management and our approach to financial planning and portfolio management, visit our website or connect with our advisory team.



Website:
https://correctcap.com/
https://youtube.com/shorts/r9GJIEZIlqo?si=B22l2IBah-4iwyGo

Schedule a Discovery Call:
https://calendly.com/d/cx5w-cp6-wfg/discovery-call

04/30/2026

What’s the most important thing to consider when managing tax liability?

Ryan Potts, Chief Investment Officer at Correct Capital Wealth Management, addresses a key question that often comes up when thinking about long-term financial planning:

What’s the most important thing to consider when managing tax liability?

Correct Capital Wealth Management is an independent, privately held wealth advisory firm serving clients throughout the United States. Our team works with individuals, families, and business owners to incorporate tax-aware strategies into broader financial planning and investment decisions, often coordinating with a client’s tax professionals when appropriate.

To learn more about Correct Capital Wealth Management and our approach to financial planning and portfolio management, visit our website or connect with our advisory team.



Website:
https://correctcap.com/
https://youtube.com/shorts/PMLjnKjFLS0?si=wLu8beM0BvXouR6g

Schedule a Discovery Call:
https://calendly.com/d/cx5w-cp6-wfg/discovery-call

04/29/2026

What’s the difference between a will and a trust?

Johnathan Horman, Lead Financial Advisor at Correct Capital Wealth Management, discusses a question that often comes up during estate planning conversations:

What’s the difference between a will and a trust?

Correct Capital Wealth Management is an independent, privately held wealth advisory firm serving clients throughout the United States. Our team works with individuals and families to help them think through important planning decisions and coordinate financial strategies alongside trusted legal and tax professionals when appropriate.

To learn more about Correct Capital Wealth Management and our approach to financial and retirement planning, visit our website or connect with our advisory team.



Website:
https://correctcap.com/
https://youtube.com/shorts/PnPhojopKXg?si=5JYLmlVYN2kWG6bz

Schedule a Discovery Call:
https://calendly.com/d/cx5w-cp6-wfg/discovery-call