CLAYTON, MO – September 23, 2026 – PRESSADVANTAGE –

Correct Capital Wealth Management, a registered investment adviser, is highlighting its retirement plan consulting practice and coordinated retirement income planning process as clients and plan sponsors review long-term arrangements during the fall months. According to information presented on the firm’s 401(k) services page, the firm’s retirement plan consultants currently serve almost 40 retirement plan clients representing in excess of $200 million in plan assets and thousands of plan participants.1

Correct Capital Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser. Fiduciary obligations apply in the context of the firm’s investment advisory services. The firm’s retirement plan consulting work includes support for plan sponsors through investment advisory or investment management services, plan design assistance, fee benchmarking, vendor monitoring, and annual plan reviews. Participant-oriented elements include educational meetings, one-on-one discussions, and broader financial planning support offered as an employee benefit. The firm reports that its average plan client relationship exceeds 10 years for plans originating in 2019 and earlier.1

Johnathan Horman and Justin Volkmar, Lead Financial Advisors and Retirement Plan Specialists at Correct Capital Wealth Management, work with families and business owners on retirement-focused strategies. Their experience includes prior roles that developed expertise in retirement planning, portfolio management, and comprehensive financial approaches.

“Retirement plan consulting and individual income planning both benefit from a structured process that starts with clear goals and then addresses investments, income sources, and practical constraints,” said Johnathan Horman, Lead Financial Advisor and Retirement Plan Specialist, MBA, of Correct Capital Wealth Management. “The aim is a usable framework rather than a static document.”

For individual and family clients, the firm’s retirement income planning begins with an assessment of priorities and readiness. A roadmap is then developed that covers how assets will be invested, projected income streams in retirement, tax considerations, and measures intended to support financial security. The process treats the shift from accumulation to distribution as a distinct phase that requires coordination of workplace plans, individual retirement accounts, taxable accounts, and other resources. Scenario modeling is used as part of an ongoing review rather than a one-time exercise.

Brian I. Pultman, CFP®, Founder and CEO of Correct Capital Wealth Management, established the firm in 2018 after more than three decades in the financial services industry. The independent structure supports the firm’s stated approach of Independent, Objective, and Unbiased advice.

“Our work with both plan sponsors and individual clients is grounded in understanding their specific objectives first,” said Brian I. Pultman, CFP®, Founder and CEO of Correct Capital Wealth Management. “From that foundation, we build a practical plan that can be reviewed and adjusted as circumstances change.”

The firm’s services also encompass related areas such as tax planning integrated into the overall roadmap, 401(k) rollover guidance, and comprehensive financial planning that can incorporate retirement objectives alongside other priorities. Advisors collaborate across the team, drawing on the expertise of CERTIFIED FINANCIAL PLANNER™ professionals, an Accredited Investment Fiduciary®, and retirement plan specialists.

Methods such as coordinating multiple income sources, sequencing withdrawals, and considering tax effects are employed as part of the planning process. These approaches are intended to support sustainability and flexibility in line with client objectives. They do not guarantee specific income levels, investment performance, or protection against market losses or changes in tax rules. All investing and planning involve the risk that actual results may differ from projections.

Correct Capital Wealth Management continues to apply this framework for clients at various stages, whether still accumulating assets, approaching retirement, or already drawing income, and for plan sponsors seeking ongoing consulting support. The fall period provides a natural opportunity to review progress, update assumptions where circumstances have changed, and confirm that plans remain coordinated with broader financial goals.

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, retirement income planning, and retirement plan consulting services to individuals, families, businesses, and institutions. As a registered investment adviser, it is committed to acting in clients’ best interests under a fiduciary standard in the context of its advisory services and delivers advice through its Independent, Objective, and Unbiased approach. The firm’s name reflects family history connected to founder Brian Pultman’s grandfather and the earlier Correct Cap Company.

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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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