About Us
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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 our clients’ need to pursue long-term financial goals using prudent investment strategies combined with capital preservation.
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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 our clients’ need to pursue long-term financial goals using prudent investment strategies combined with capital preservation.
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What We Do
- Tax planning strategies
- Investment management
- Risk management
- A thorough and comprehensive solution
Who We Serve
- Tax planning strategies
- Investment management
- Risk management
- A thorough and comprehensive solution
Let’s Talk
Ready to talk about your financial future?
Schedule a free, no strings attached first conversation.
Let’s Talk
Ready to talk about your financial future?
Schedule a free, no strings attached first conversation.
Let’s Talk
Ready to talk about your financial future?
Schedule a free, no strings attached first conversation.
Let’s Talk
Ready to talk about your financial future?
Schedule a free, no strings attached first conversation.
You’ve worked hard to get where you are today.
If you’re nervous about managing your retirement in today’s volatile economy, our guide helps you understand five retirement planning pitfalls to avoid.
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Our Services
We are dedicated to offer you the best service with support and updates you can rely on. Do not hesitate to contact us.
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- List Item #1
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- There are many variations of passages of Lorem Ipsum available
- he point of using Lorem Ipsum
- The standard chunk of Lorem Ipsum used since the 1500s
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- List Item #1
- Lorem ipsum dolor sit amet
- There are many variations of passages of Lorem Ipsum available
- he point of using Lorem Ipsum
- The standard chunk of Lorem Ipsum used since the 1500s
- Many desktop publishing packages and web page editors now use Lorem Ipsum
- All the Lorem Ipsum generators on the Internet tend to repeat predefined chunks as necessary
