Wealth Management & Financial Planning in St. Louis, Missouri
At The Consortium Capital, we bring fiduciary-first financial planning and personalized wealth management to St. Louis families, professionals, and business owners. Whether you’re preparing for retirement, optimizing taxes, or growing a business, our expert strategies are tailored to help you thrive in every stage of life.
Financial Planning & Management
Wealth Management for STL Families & Professionals
Our investment strategies, estate planning, and legacy services help St. Louis residents protect and grow generational wealth with clarity and confidence.
Retirement Planning in St. Louis
Secure your retirement years with tailored strategies for income, Social Security timing, and tax-efficient withdrawals—built for St. Louis cost-of-living and lifestyle goals.
Tax Planning Services in Missouri
We help Missouri residents and business owners reduce tax burdens through proactive, year-round strategies that align with state and federal laws.
Special Needs Planning in St. Louis, MO
Families throughout the St. Louis area count on us for compassionate, thorough planning—helping protect benefits, establish trusts, and secure a lifelong support system for dependents with disabilities.
Business Financial Planning for St. Louis Entrepreneurs
Whether you own a local franchise in St. Charles or a growing firm in downtown STL, we offer tax strategies, succession planning, and employee benefit guidance to support your success.
Estate & Legacy Planning
Protect your assets and define how they’re passed on — clearly and confidently.
Do not save what is left after spending, but spend what is left after saving.
– Warren Buffet
Why St. Louis Trusts The Consortium Capital
Rooted in Strategy. Committed to Results.
St. Louis is a city rich in culture, legacy, and opportunity. We understand the financial priorities of Missouri families and business owners and offer planning solutions built for long-term success.
Personalized Service, Missouri-Focused Solutions
Whether you’re in Chesterfield, Clayton, or The Hill, our team delivers personalized financial guidance backed by deep strategy and care.
Economic Growth and Income Trends in St Louis
St. Louis’s economy continues to demonstrate resilience and expansion. In 2023, the metro area’s GDP grew by 2.5%, surpassing the national average and ranking 16th among the largest U.S. metropolitan areas. Notably, the region achieved the highest per capita personal income growth in the nation over the past five years, with a 33% increase from 2019 to 2023
Future
Frequently Asked Questions – Dallas, TX
Is The Consortium Capital located in St. Louis, Missouri?
We proudly serve clients in the St. Louis area through virtual consultations and local partnerships. Whether you’re in Clayton, Chesterfield, or the Central West End, we’re here to support your financial goals.
How does Missouri’s tax environment impact financial planning?
Missouri has a state income tax and varying local tax rates, which makes proactive tax planning essential. We help clients minimize liabilities through deductions, retirement strategies, and entity structuring for businesses.
Do you offer retirement planning tailored to St. Louis residents?
Yes. Our retirement strategies account for Missouri cost-of-living, healthcare considerations, and income needs—ensuring you’re prepared for the retirement lifestyle you want.
Can you help with estate planning in Missouri?
Absolutely. We guide you through wills, trusts, and beneficiary designations that align with Missouri estate law and ensure your legacy is protected.
info@divifinancialadvisor.com
Business Hours
Monday – Friday 9am – 5 pm