Welcome to Precision Wealth
Having a professional plan and a professional planning team can make all the difference.
Our business philosophy is grounded in a core fiduciary principle to develop financial plans in the best interest of our clients, as we align our client’s needs & goals with their particular financial realities.
The result is a custom-tailored plan that balances five key areas: tax exposure, risk, growth potential, income and legacy to meet our client’s financial objectives.
Your Plans are our Passion
We love what we do, we love the relationships we get to build, and we love seeing our Client’s goals be accomplished.
Our Clients have come to expect the combination of having of a well-organized financial plan, and the knowledge that they have a team of experienced professionals who genuinely care about them and their goals.
No matter what stage you are in:
- Accumulating assets and need to create a financial plan & managed investment strategy
- Fixing or adjusting plans, portfolios, or insurances designed in the past
- In need of a retirement income plan that is both tax managed and may offer solutions for uncertainty, or
- Your concerns revolve around legacy, insurance & long-term care, money strategies and estate plans
Precision Wealth is here to partner with you. Come join our family.
Our Services
Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From managing your first portfolio to preparing for retirement, we’re here to serve you for the long-term.
Download Our Free App
We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.
Helpful Content
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Buying a Home
A look at what you need to think about when buying a home.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?