As a commission-based financial services firm, our advisors are solely compensated through the commission paid by our clients. There are no fees imposed on the recommendations made, including investments and insurance. By eliminating the conflict of interest arising from third-party compensation, a widespread practice in the wealth management industry, our advisors are free to concentrate on comprehensive planning that is in the best interest of our clients. Our clients can have peace of mind knowing that our entire team is aligned with their interests. We are motivated to grow our clients' assets through strategic and tax-efficient planning, allowing our clients to retain more of their assets in their investment accounts.

We generally do not enforce a minimum account requirement. Our policy of avoiding minimums stems from our successful experience in serving clients who are high earners but have limited liquidity due to factors such as privately owned businesses, investments, or restricted stocks (as is often the case with corporate executives).

At our firm, there's no limit to the number of consultations you can schedule. We understand that financial planning is an ever-evolving process, and unexpected life events such as changes in tax laws, employment, the purchase or sale of a home, etc., may call for additional personalized attention. Our goal is to be readily accessible to you whenever you need us.

Our strategy committee specializes in crafting tailored tax reduction plans and conducting thorough assessments of investment strategies for high-net-worth individuals, institutional investors, family offices, pensions, and corporate retirement plans.

Our Scottsdale branch office is located in the Old Town Scottsdale neighborhood.

At Correll Capital, we take great pride in our state-of-the-art technology platform, which empowers our advisors to effortlessly serve clients throughout the United States with ease.