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
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
View all articles 
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?