As Your Wealth Grows, So Should Your Expectations

Wealth is more than just a number in your bank account. It’s opportunity, freedom, peace of mind. It’s being able to live life on your own terms, with the people you love. 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.

Gradually Re-Opening Our Office

Following the protocols outlined in BC’s Restart Plan – Phase Two, we are gradually re-opening our office.  At this time, we will have limited staff in the office, and our Advisors are working from home offices.

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Stay informed on changing market conditions—visit our special resources section that draws on the experience our firm has in dealing with market volatility.

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Estate planning

Financial Planning

Insurance analysis

Portfolio Analysis

Retirement Planning

Tax Planning

Comprehensive Financial Solutions

Financial planning is all about securing the best possible future for you and your family – next week, next year and even for the next generation. We take a holistic look at your financial picture to protect your assets, build towards your financial goals and avoid the potential pitfalls along the way.

Service and Investment Options the Banks Just Can’t Offer

You have your unique goals and aspirations. So why limit your opportunities to the cookie-cutter offerings found within a bank? We shop the world for the top-performing investments and offer personalized service that looks out for your best interest first.

Consolidated Financial Plan

A Wealth Management Plan Tailored for You

From your first consultation with Precision Wealth Management, you’ll enjoy a direct relationship with your personal professional wealth advisor, who will work side-by-side with you to make the best possible financial decisions for your unique situation.

Together, we develop your Personal Wealth Plan, charting a clear course for your future. So go ahead and live wealthy, we’ll help get you there.

I’ve seen the rest of your life through the eyes of others.
We can guide you.

Cliff Broetz, CSA, RDBWealth Advisor - Precision Wealth Management

From the Live Wealthy Blog

Wealth Creation: How Much is $30 Per Week Worth?

Success in building wealth has always started with saving. What may seem like a little can make a big…

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Your Estate Plan: Is a Review in Order?

When was the last time you reviewed your estate plan? While this should be done at least every five…

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The Market Pendulum Swings… A Brighter Economic Outlook

Stock market valuations can swing back and forth from one extreme to the other, sometimes being depressed and offering…

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Take the first step and discover how we can help you live wealthy.