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
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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
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Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
The Wild West of Data Theft
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?