Category: Precedent Commentary

  • 2024-07-01 – Chairman’s Independence Day Message

    Carissa 01 Jul, 2024

    This week, in honor of America’s Independence Day, we are sharing a special message from our chairman and one of our founding members, J. Harold Williams, CPA, CFP. Join us as he reflects on the collective thoughts of our organization regarding the profound significance of the sacrifices made by the

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  • Wealth Planning Committee: Estate Planning Mistakes to Avoid

    dynasty_marketing 27 Mar, 2024

    Join the Precedent Team along with our Wealth Committee Member, Wendy Yates, as they discuss how to avoid making mistakes when working through estate planning and the importance of not procrastinating and having a plan in place for unforeseen circumstances that may occur.   Video

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  • Investment Committee: Introducing John Watson

    dynasty_marketing 07 Mar, 2024

    Join Grant and Harold as they welcome the newest member to the investment committee, John Watson. John brings a wealth of experience in investment analysis and consulting. With a background in equity analysis and private and public investments, John is poised to contribute valuable insights and strategic guidance to our

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  • A Special Chairman’s Holiday Message

    dynasty_marketing 20 Dec, 2023

    As we enter our final days in 2023, we invite you to tune in for a special message from one of our founders, Harold Williams, as we celebrate and reflect on our first year as Precedent Wealth Partners. A video message from our Founding Member, Managing Director, and Chairman is

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  • Our Thanksgiving Message

    dynasty_marketing 21 Nov, 2023

     As we enter Thanksgiving Week, we invite you to tune in for a special message from one of our founders, Harold Williams, as we celebrate our first Thanksgiving as Precedent Wealth Partners. We reflect on all of the tangible and intangible blessings of the past year and encourage our clients

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  • Panel Discussion: Financial Organization and Simplification

    dynasty_marketing 11 Aug, 2023

    Navigating thoughtful decisions amidst multiple investments presents its own set of challenges. In this panel discussion, Harold and Grant Williams are joined by: Drew Casey, Analyst at Precedent Wealth, and Wendy Yates, Attorney at Upchurch & Yates. Together, they offer invaluable insights and inspiration to help you maintain your investment

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