Case Study: Correct Capital Wealth Management achieves streamlined annuity management and enhanced client experience with Black Diamond Wealth Platform

Correct Capital Wealth Management - Customer Case Study

Correct Capital Wealth Management, a Clayton, MO–based independent RIA founded in 2018 managing $600 million in AUM, spun out of a wirehouse and brought more than 100 annuity clients with it. The firm needed a fiduciary model and a comprehensive portfolio management, accounting, and client‑experience platform to streamline manual annuity reviews and improve client engagement, and selected the Black Diamond Wealth Platform.

By implementing the Black Diamond Wealth Platform—with integration to the Advent Insurance Marketplace (AIM)—Correct Capital centralized household aggregation, client portal access, and marketplace scanning for annuities. The solution enabled faster, more confident annuity reviews (covering 100+ annuities), quick on‑the‑spot scenario modeling, streamlined workflows, and enhanced client service through the Client Experience portal, supporting the firm’s operations and growth.

Correct Capital Wealth Management

Colin Day

CFP® and Financial Advisor