About Us
Our Story
As an independent Texas-based RIA (Registered Investment Advisor) with more than 100 years of combined financial planning and investment experience, we serve the diverse needs of individuals, families, business owners, and entrepreneurs.
Precedent Wealth Partners was founded to overcome the limitations of traditional wealth management services. We are driven by your need to pursue long-term financial goals using prudent investment strategies.
Not Your Typical Wealth Management Firm
We’ve crafted a unique blueprint for a comprehensive wealth advisory model focused on long-term, full-service financial planning and investment management, where your family’s goals are not compromised by the wealth management firm’s business plan.
Our approach sets a new standard for building and preserving financial independence, designed entirely around you, your family, and your goals.
Three Core Values That Drive Your Success
New Precedent. Old-fashioned partnership.
Since entering the industry in the 1970s our founders recognized the need for honest, financial advice. We believe our groundbreaking WillShare program enhances the Fiduciary Model we embraced years ago. Allowing us to treat you like a fellow owner or partners, creating a complete alignment of interests.
One simple fee. Outstanding service.
There are no short cuts to building wealth. It takes time, effort and personalized guidance. You can expect proactive attention on your journey. We offer comprehensive advice to our clients for one simple, easy-to-understand fee.
Independent, unbiased advice.
Like an old-style family office that served a single ultra-wealthy family, we are a proudly independent firm – with no external influences that might compromise our mutual goals. We like to keep it that way, so that our only duty is to you and your family.”
Helping you protect and grow what you’ve built
We specialize in helping individuals and families over long periods of time. Our multi-generational approach helps ensure that the wealth you leave behind is well stewarded.
Our professional staff with deep experience in financial planning and other specialties enables us to help you as your life changes. Whether you’re needing advice about selling your business or creating a multi-generational legacy, we provide the professional advice you need.”
Our PACT With You
At Precedent, we build relationships based on four important financial principles:
Permanence, Alignment, Competency, and Teamwork (PACT).
Our founders have over 100 years of experience in the industry. We leverage this experience to create and sustain a wealth management offering that is centered around you. All too often, financial advisors are not truly aligned with their clients. Even true “fiduciary” advisors may be operating with a business plan that will inevitably lead to conflicts with your long-term goals. At Precedent, our business model establishes a PACT with you that means we are always on your side.
Permanence
We strive to create strong, enduring relationships through solid and lasting foundations with no outside influences or interference.
Alignment
We align with you through a unique sharing proposition and fully embrace the fiduciary model to guide our actions as a firm.
Competency
Our team has deep experience in the business and is committed to ongoing training and education. Our team has the credentials to provide you with ongoing, high-quality advice.
Teamwork
We value presenting a team of professionals who pool intellectual capital, resulting in each client receiving the combined expertise of the entire firm.
Our shared values
Our values drive our commitment to guide you in the pursuit of your goals.
We believe in delivering proactive service that gives you white glove treatment, no matter the size of your account.
We are guided by our values to do right by you. This means seeking your successes and owning mistakes when we make them.
We put your interests above our own. This has been true throughout our careers, and it remains true today.
We want you to know where you stand at all times.
We treat you like partners and believe your goals are our goals.
Unlike traditional brokers, we are free to make unbiased decisions on behalf of you. We do not engage in commission-based product selling.
We take the time to understand your unique circumstances, so we can better help define your financial future.
Let’s Talk
Ready to talk about your financial future?
Schedule a free, no strings attached first conversation.
