CLAYTON, MO – September 23, 2026 – PRESSADVANTAGE –

Correct Capital Wealth Management, an independent registered investment advisor, is applying its established goals-based portfolio monitoring framework as clients assess progress during the second half of the year. The firm’s process centers on continuous oversight, regular rebalancing, and alignment of investments with individual objectives rather than reliance on a single annual review.

As a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission, Correct Capital Wealth Management operates under a fiduciary standard requiring the firm to place client interests first. Most client portfolios receive personalized management handled directly by the internal team. This approach supports customization across asset classes while using third-party managers only for select strategies when appropriate.

Ryan Potts, Chief Investment Officer of Correct Capital Wealth Management, developed the firm’s investment framework covering asset allocation, manager selection, security analysis, and rebalancing procedures. He also oversees the Core Equity, Equity Income, and Asset Allocation models to maintain consistency with client risk profiles and stated goals. Monitoring occurs on a continuous basis, with formal account reviews conducted at least annually and additional client discussions scheduled to address changes in circumstances or objectives. Quarterly rebalancing helps keep portfolios positioned according to the original plan.

“Our process begins with a clear understanding of each client’s goals and time horizons before any portfolio is constructed,” said Ryan Potts, Chief Investment Officer of Correct Capital Wealth Management. “Assets are organized according to purpose so that near-term needs, income requirements, and longer-term growth objectives each receive focused attention.”

The firm’s investment approach incorporates diversification across stocks, bonds, and other holdings, attention to tax efficiency through methods such as tax-loss harvesting where suitable, and ongoing evaluation of performance relative to the plan. Correct Capital Wealth Management describes its stance as the I.O.U. Promise—Independent, Objective, and Unbiased advice. This structure is intended to support transparent counsel without pressure to recommend proprietary products.

Brian I. Pultman, CFP®, Founder and CEO of Correct Capital Wealth Management, established the firm in 2018 following more than three decades in the financial services industry. Earlier experience included positions at A.G. Edwards and Wells Fargo Advisors. The independent model was chosen to provide broader access to investment solutions and research while allowing the firm to set its own policies and client experience standards.

“As an independent firm, our responsibility is to deliver objective counsel focused on each client’s stated goals and circumstances,” said Brian I. Pultman, CFP®, Founder and CEO of Correct Capital Wealth Management. “Continuous monitoring and thoughtful rebalancing are practical elements of keeping portfolios aligned over time.”

Correct Capital Wealth Management serves individuals, high-net-worth clients, families, business owners, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. Services include comprehensive financial planning, investment management, retirement income planning, tax-aware strategies, and retirement plan consulting for businesses. The advisory team includes CERTIFIED FINANCIAL PLANNER™ professionals and an Accredited Investment Fiduciary®, supporting collaborative work across client relationships.

The firm’s name reflects family history. More than 90 years ago, founder Brian Pultman’s grandfather, William, immigrated to the United States and founded Correct Cap Company, which manufactured team, work, and promotional hats. Early exposure to banking conversations during visits with his grandfather influenced Pultman’s interest in financial guidance that helps others succeed.

Practices such as diversification, periodic rebalancing, and tax-loss harvesting are employed to manage risk in line with client objectives. These methods do not guarantee investment performance or protect against market losses. Past results are not indicative of future outcomes, and all investing involves the risk of loss of principal.

Account contact occurs at least annually to review prior recommendations, with additional discussions held to evaluate the impact of any changes in a client’s financial or investment objectives. This cadence supports proactive adjustments grounded in the original plan rather than short-term market movements. Portfolio construction remains oriented toward evidence-based principles and long-term fundamentals.

Through its combination of fiduciary duty, internal portfolio oversight, and goals-oriented process, Correct Capital Wealth Management maintains focus on the practical steps that help keep financial plans current. The mid-year period offers a natural point for clients and advisors to review progress, refine allocations where needed, and confirm that investment decisions remain consistent with the objectives that shaped the plan.

Correct Capital Wealth Management is a privately held wealth advisory firm founded in 2018 and based in the St. Louis area. The firm provides investment advisory, financial planning, and retirement plan services to individuals, families, businesses, and institutions. As a Registered Investment Advisor, it is committed to acting in clients’ best interests under a fiduciary standard and delivers advice through its Independent, Objective, and Unbiased approach.

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For more information about Correct Capital Wealth Management, contact the company here:

Correct Capital Wealth Management
Brian I. Pultman, CFP®
877-930-4015
info@correctcap.com
130 S Bemiston Ave #602, Clayton, MO 63105

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