We’re Different By Design
When we formed Precedent Wealth Partners, we wanted to break the traditional “Wall Street” mold by creating a true wealth management precedent. Introducing our innovative new program that aligns our interests with yours by treating you like a co-owner of our firm.
If we distribute profits to our owners, a portion may be shared with you as fee credits to reduce the cost of your wealth management.
This aligns our interests and incentivizes us to work harder on your behalf for a better experience and sustainable growth for our firm. That’s the virtuous circle.
WillShare
Put experience on your side
For multiple decades, our team has worked together with people like you to help mitigate financial risks and grow your wealth, so that you can live life on your terms and define your own unique future.
Based on real client experiences...
Our eBook, “Scary But True,” offers valuable insights to help you avoid common retirement mistakes. Obtain your copy and secure your financial future.
Redefining
Alignment
Our innovative WillShare model treats you like a fellow owner and partner, creating a more perfected alignment of interests.
Trusted
Expertise
Our founding partners have worked together for over a combined 100 years, practicing a style of financial planning that is active and engaged.
Collaborative
Culture
We’re accessible and easy to talk to, offering full-service financial and investment planning, including retirement, tax, risk management, asset protection and estate planning.
Let’s Talk
Ready to talk about your financial future?
Schedule a free, no strings attached first conversation.
