At Precision Wealth Management, we help you protect and grow your financial assets through our unique, highly-personalized approach. From retirement planning to risk mitigation, tax strategies and investment management services, our professional wealth advisors help you set and achieve your financial goals.
Discover the peace-of-mind that comes from working with your professional wealth advisor at Precision Wealth Management. We want you to excel, and live your best life-fully. We have compiled an extensive list of resources and financial calculators to help you navigate your wealth journey. I have known Christopher Briggs for more than five years and throughout this time frame he has been my Professional Wealth Advisor.
Discover the peace-of-mind that comes from working with your professional wealth advisor at Precision Wealth Management. We want you to excel, and live your best life-fully. We have compiled an extensive list of resources and financial calculators to help you navigate your wealth journey. I have known Christopher Briggs for more than five years and throughout this time frame he has been my Professional Wealth Advisor.
Services
It's about your past, your present and lasting financial security for your future. It's about protecting and growing your wealth, while giving you the freedom to follow your dreams. That's why we're proud of our sparkling reputation for consistent growth and innovative investment solutions for every portfolio, which we achieve through a unique approach to every client.
A team is only as strong as its weakest member, which is why at Precision Wealth, every member of our Wealth Team is an experienced and trusted member of the financial services industry. After all, we aren't just expert financial advisors - we understand the unique balancing act that living wealthy requires in our own lives.
Earning your income, making purchases, buying your dream home, investing for your future, saving for your children's higher education - nearly all of the things that are important to you have tax implications. Those tax-related consequences can be costly and, if not planned properly, can consume an increasing piece of your financial bottom line.
There's a common misconception among people today that the need for estate planning doesn't apply to them. They believe it applies only to the ultra-wealthy - those with millions or billions of dollars, diversified assets and multiple properties. Some people also believe, regardless of money, that it doesn't apply to their specific situation.
Portfolio Analysis is an easy way to feel secure in your financial investments, and secure your goal of living wealthy long-term. Whether you're a self-starting investor, or you have a long-standing portfolio that isn't performing to par, portfolio analysis is a great way to ensure that your investments contain the right asset allocation to meet your long-term goals.
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Dini Cobb
Jan 10, 2021
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