A complete list of active advisors currently associated with Precision Wealth Strategies, LLC
Warmer can help you find a great advisor at Precision Wealth Strategies, LLC or one who fits your needs even better.
Precision Wealth Strategies provides holistic financial planning and both discretionary and non‑discretionary investment management to individuals (including high‑net‑worth clients) and to entities such as trusts, estates, private foundations, and pension and profit‑sharing plans. Services described in the brochure include personalized financial planning, portfolio construction and ongoing investment management, plus retirement plan consulting and implementation support. The firm’s investment process centers on a “Life‑Timing Allocation” framework that segments assets into immediate, short‑term and long‑term buckets to match cash‑flow needs with risk‑appropriate strategies, and it generally pursues a long‑term asset allocation approach while permitting tactical or shorter‑term trades when warranted. PWS also leverages third‑party platforms and an order management system to manage held‑away accounts, implement tax‑efficient asset location and execute opportunistic rebalancing on behalf of clients. PWS is distinctive among peers in serving qualified retirement plans as a 3(38) fiduciary and offering plan services such as drafting investment policy statements, benchmarking, participant education, plan conversions and assistance with plan mergers—services relevant to institutional and municipal plan sponsors. The firm also operates a wrap‑fee program (serving as both sponsor and portfolio manager) and maintains formal solicitation/promoter arrangements and an affiliated business‑consulting entity, disclosures the firm uses to address the related conflicts of interest.
To learn more about the advisors currently working at Precision Wealth Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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