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Your Wealth Management Partner

Protecting and growing your wealth, while giving you the freedom to follow your dreams.

Wealth management is about so much more than just money.

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.

Investing in You

You see, unlike some financial advisors, we don’t offer quick answers or simple solutions for complex financial situations. We don’t have a standard approach to portfolio management, because every client’s situation is completely unique. That’s why, before we invest money, we invest time. We use this opportunity to ask the right questions, so we get the right information to ensure every investment is made in your best interests.

Values & Guiding Principles

Our team is guided by a set of values and principles that enable us to build your personal wealth plan with your best interests at heart. We are here to help grow and protect your wealth, starting with the way we structure our business, through risk mitigation and offering the best solutions available anywhere.

  • Independent Advice
    We aren’t limited to, or biased by, the financial solutions offered by any one source. That means your unique financial plan will be designed with only your best interests in mind – which is just as it should be.
  • Fiduciary Mindset
    Every financial decision has short- and long-term implications for your portfolio. We work with you to find the optimum balance of risk and benefit for long-term prosperity.
  • Broad Asset Allocation
    Investments that are properly diversified are proven to minimize losses and maximize returns. Often seen as a challenge for individual investors, we provide broad asset allocation concepts to our clients with insightful and objective-specific recommendations.
  • Outsourced Management
    Studies have shown that financial advisors who attempt to handle both client relationships and financial account management achieve lower returns over time. Where needed, we outsource the management of financial investments to some of the brightest minds in the business, available to us through arrangements put in place by Quintessence Wealth, so we can channel our time and expertise into growing your wealth.
  • Fee-based Asset Management
    Unlike commission-based financial advising, our solutions are based on a fixed fee structure. Our financial advisors never attempt to upsell investments, like some commissioned advisors. Additionally, you’ll always know how much you’re paying for our solutions, and when.
  • Low Ownership Costs
    As an investor, it’s important to consider the actual cost of owning an investment account, including any hidden or ongoing fees. We offer complete transparency on the real cost of investment ownership, as well as financial solutions that provide low ownership costs.

Acting in Your Best Interest

That is, after all, the primary tenet of ethics for all financial advisors – to act in the best interest of the client – and it’s another area in which we excel. When an advisor’s loyalty is tied, however loosely, to the financial solutions of one company, it can directly or indirectly influence their ability to act purely in the best interests of a client.

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Your Precision Wealth Management Plan

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

Your Personal Wealth Plan evolves as your circumstances change. This framework is designed to work with you through your goals, challenges, dreams, and life stages.

Comprehensive Financial Solutions Tailored for Your Unique Needs

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.

“At Precision Wealth Management, we understand that wealth management is about so much more than money. 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 reputation for consistent growth and innovative investment solutions for every portfolio, which we achieve through a unique approach to every client.”

- Cliff Broetz, CSA

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