Cliff Broetz, CSA

Wealth Advisor, Leader of Strategic Development

Cliff has turned a lifelong love for business, math, and people into a successful career in wealth management. He believes that values, not credentials, make the biggest difference, and ensures that Precision Wealth is based on the core values of competence, integrity, caring, and a strong work ethic. Bringing peace of mind to his clients, and being there for them, is the most rewarding part of what he does.

As the founder of Precision Wealth Management, Cliff has advised clients through many significant financial and life changes. This wealth of experience and insight continues to benefit our firm and clients in his role as leader of strategic development.

In his free time, Cliff enjoys mountain biking, scuba diving, travel, home repair and spending time with his family and dogs. He enjoys the abundant natural scenery, pace and quality of his community. In order to build upon those foundations, he supports various community organizations, including Loaves & Fishes, a local food bank.