Precision Wealth Advisors

Precision Wealth Advisors LLC provides discretionary and non‑discretionary portfolio management to individual and high‑net‑worth clients, developing individualized Investment Policy Statements and conducting ongoing portfolio monitoring and asset allocation. The firm generally recommends ETFs, mutual funds, equities and fixed income instruments and tailors portfolios to clients’ goals, time horizons and documented risk tolerances.

The firm’s investment process combines charting, fundamental and technical analysis with modern portfolio theory and a long‑term trading orientation, and it seeks to implement client plans through model allocations and individualized recommendations. Clients typically grant discretionary trading authority and receive quarterly reporting from the custodian, with reviews triggered by material market events or changes in a client’s circumstances.

Noteworthy for a firm of its size, the principal also holds insurance licenses and accepts compensation for insurance product sales, a relationship the firm discloses, documents as a conflict of interest, and reviews periodically to ensure recommendations are in clients’ interests. The firm also requires use of a specific third‑party custodian and maintains formal compliance policies (including a written Code of Ethics and a designated compliance reviewer), practices that are less common among similarly small independent advisers.