What We Do

Wealth Management for Individuals, Families, and Multi-Generations

At Precedent Wealth Partners, we take a long-term approach to financial planning that can span multiple generations.

We’re here to help you make the right decisions that will build a meaningful legacy for you, your family, and the causes you believe in.

Four core services form our wealth management strategies.

Financial & Tax Planning

Financial planning should be the foundation for your wealth management strategy during your working years. Think of it as the roadmap that helps you reach your destination, which, in this case, is comfort and security for the rest of your life.

We create a financial plan that merges your personal and financial objectives into one dynamic strategy designed to evolve with your needs. Then, we provide the advice you need to avoid certain financial risks and any unnecessary tax liabilities that reduce your standard of living and financial security.

Investment Management

At Precedent Wealth Partners, crucial investment decisions should not be delegated to outside managers unacquainted with you. Chances are they lack insight into your unique needs, circumstances, goals, and tolerance for taking financial risks. Many financial advisors outsource key decisions to third parties that use one-size-fits-all investment models to manage their clients’ assets. This lack of personalization may cause you to fail in pursuing your financial goals.

Estate & Legacy Planning

Building a legacy goes beyond drafting legal documents and writing beneficiary designations — it’s about establishing a foundation that endures throughout your life and fosters good decisions by future generations. This means developing a thorough and complete retirement and estate plan aligned with your goals to benefit your family and any philanthropic causes close to your heart. We work alongside you and your legal/tax advisors to optimize this vision of your financial future.

Charitable Giving Strategies

As a generous benefactor, you know the joy of giving—but did you know it can also generate substantial financial and tax benefits? Donating assets to a trust or fund that provides tax-free growth and produces current income could even be used to create a legacy of giving that spans generations, paving the way for your family to carry on your most important traditions.

“As fiduciaries, we uphold the highest ethical standards in the financial service industry.”

— J. Harold Williams, CPA/PFS, CFP®, Founder —

One Simple Fee. Outstanding Service.

We believe in transparency, so we will review fees with you in advance. We want you to be clear on exactly what our services will cost.

We also recognize that you don’t want to receive a bill just for reaching out to us with a question. We charge a single fee that covers all our wealth management services, so you don’t have to worry about picking up the phone and calling us for help.

Asset managed by Precedent Wealth Partners	Annual % fee
$0 to $2 million	1.00%
Next $3 million up to $5 million	0.8%
Next $5 million up to $10 million	0.6%
Amounts over $10 million	0.4%

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