Fusing Sound Principles & OptimizatioN
At Correll Capital, we reject the notion that the financial services industry must settle for mediocre, scalable solutions. Instead, we invest in rigorous research and personalized approaches that cater to the specific needs of each of our clients. Our goal is to deliver superior results and meaningful work, setting a new standard in the industry.
Our Philosophy
Health is wealth! Physical health, mental balance and legacy are critical components of financial independence and long-term financial stability. Prioritizing physical health through a healthy lifestyle and bio-hacking resources can lead to improved quality of life, reduced medical bills, and increased earning potential. Positive mental health enables informed financial decision making, reduces stress and anxiety, and promotes good money management. Legacy wealth allows individuals to pass on their wealth, values, and life lessons to future generations and create a lasting impact on the world. By investing in their physical and mental health and building legacy wealth, individuals can create a foundation for financial freedom and security.
Our Difference
At Correll Capital, we cater to an exclusive client base and provide personalized attention to meet their changing needs. Our team is highly skilled and dedicated to building lasting relationships with clients. To ensure clients receive the best advice, our financial advisers are held to a higher standard and work on their behalf as commission-only fiduciaries. Our wholistic approach to asset management includes collaboration with external professionals and offers thorough guidance, including tax mitigation and alternative strategies. Our unique approach to financial planning leverages a strong support system and the collective expertise of our planning and strategy committees, resulting in more robust financial plans and stronger-performing portfolios.
Our Commitment
At our firm, we provide a comprehensive and personalized approach to financial planning. Our focus is on minimizing your family's financial risk exposure through a clear understanding of your goals and objectives. We develop a strategic plan to meet these targets, and coordinate with other experts such as insurance agents, attorneys, and CPAs to ensure a wholistic approach to financial decision-making. Our team provides ongoing active portfolio management and independent reporting, with mutual accountability to achieve your goals. Our services also include a personal financial portal that consolidates all of your accounts in one place and offers concierge-level service, with timely advice on tax, assets, and economic data relevant to your personal situation.
“Working with this team has provided me with clarity, peace of mind & security knowing my family will be taken care of for generations to come.”
— Sophia Willets | Founder & CEO, GRACECRE
