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
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.