Correct Capital Wealth Management, which launched on 28 September, has become the latest advisory team to join the tru Independence platform.
Under the leadership of Founder & CEO, Brian I Pultman, the St Louis, Missouri-based firm offers wealth management services and financial advice. Correct Capital advises on over USD600 million of assets under management.
Pultman has over 25 years investment and wealth management industry experience. Prior to founding Correct Capital Wealth Management, Pultman, founded the Pultman Wealth Management Group at Wells Fargo Advisors. Pultman will be joined at Correct Capital Wealth Management by John Biedenstein, Financial Advisor & Retirement Plan Specialist, Maggie Badolato, Financial Advisor & Retirement Plan Educator, Rose Marie Gennaro, Senior Client Associate & Service/ Lending Specialist, and Megan Riggin, Client Associate & Service/ Operations Specialist, who were also part of the Pultman Wealth Management Group team.
Correct Capital Wealth Management services high-net-worth families and business owners and has a particular focus on corporate 401k’s and retirement planning, in which the Correct Capital team uses their extensive industry experience and a rigorous analytical framework to design, manage and fully service retirement plans for their clients. Pultman and the Correct Capital team place an importance on comprehensively understanding their client’s values and goals in a bid to create a trusted advisor/client relationship predicated on trust, empathy, transparency and consistency.
“Putting our clients first is not only a priority for us at Correct Capital Wealth Management, but is also the cornerstone of our culture at the firm. Creating an open, trusting and transparent relationship with our clients is the key that allows us to really get to know them and allows us to match specific investment opportunities to their individual goals, objectives and appetite for risk. By moving to an independent model, we now have the freedom and flexibility to provide a truly client-centric experience and tailor our offering and investment products to best suit the needs of our clients. We chose to work with tru Independence because of their honest, sincere and professional approach. Their integrity and best-in-class services gives us the confidence that allows us to service our clients to the high standard required,” says Pultman.
Founded in 2014, tru Independence supports advisors in many aspects of middle and back office support. The firm serves a variety of accomplished financial advisors allowing them to focus on their clients and grow their businesses.
“Brian’s dedication, passion and care allows the Correct Capital team to offer a thorough and unique service to their clients and makes them natural partners for us a tru Independence. We have been deeply impressed by the dedication they have shown in learning the independent space and we are thrilled to celebrate their Independence Day with them!” says Craig Stuvland, President/CEO of tru Independence.
