A senior advisor working with his client seated in an informal, sunlit home office.

Service is our hallmark

We believe you deserve a complete, holistic
planning experience – one that goes beyond
investments to fully addressing your distinct
goals, challenges and aspirations.

Wealth management for individuals and families

Wealth management
for individuals and families

At Precedent Wealth Partners, financial planning is long-term. It spans generations, so your wealth becomes a vehicle for your family and your heirs.

Identifying financial objectives and goals – retirement, education funding, tax optimization, estate legacies

Determining optimum investment policy

Discretionary management of marketable securities portfolios

Advice concerning non-marketable investment holdings

Retirement planning, sufficiency of funding, distribution planning

Tax planning – income, gift and estate taxes

Education planning for children and grandchildren

Benefit planning – employee benefits, government benefits such as Social Security and Medicare

Estate and legacy planning

Philanthropic planning – optimization of giving goals

Family coaching – so your wealth is retained and continues to grow

Services for entrepreneurs and business owners

Services for entrepreneurs
and business owners

We pride ourselves in serving as both financial advisors and sounding boards for our entrepreneurial and business owner clients.

Asset protection

Retirement planning

Employee compensation issues

Succession planning and exit strategies

Tax planning and income tax minimization

Investment of excess corporate reserves for yield and safety

Management of investment portfolios related to company-sponsored retirement plans

Services to help your valued team members:

Financial Counseling for Individual Employees

Financial Workshops for Employee Groups

Financial Planning for Executives

Keeping you informed

Keeping you informed

Responsiveness matters. Keeping you up to date is one
of our top responsibilities. You need to have easy access
to your accounts at all times. You also need timely answers
to your questions and concerns.

We take that seriously, so we have developed systems to keep you fully informed at all times. And when markets are volatile, we generally increase our communications with you. We do that with:

An online client dashboard showing the status of your accounts, accessible from any computer or Apple/Android device

Weekly market insights from our Investment Policy Committee

Periodic video panel discussions of pertinent wealth topics

Quarterly reports

Periodic balance sheet updates

Frequent emails and phone calls

Annual review letters

Annual review meetings (in person or virtual)

Additional meetings, upon your request

Quick access to us during business hours, by phone or email

Your client journey

A path completely aligned with you at every stage of your financial life.

  • 1.


    We determine whether Precedent Wealth Partners is a good fit considering your needs and goals.

  • 2.


    Review your financial information, goals, pain points and other preferences.

  • 3.


    Present a first draft of our total wealth plan, detailing the financial analysis and services required to meet your specific long-term needs.

  • 4.

    Client sign-on

    Onboarding of assets begins.

    Investment policy further refined and agreed upon.

    Discuss other related wealth planning areas. For example, tax and estate planning.

    Establish priorities and timelines.

  • 5.

    Setting your plan

    Conduct meetings over the first 12-24 months to assess your goals-based total wealth plan and strategies to help you achieve your goals.

  • 6.

    Keeping you on track

    Check in with you to make sure you’re on track.

    Periodic meetings, covering portfolio updates and reviews of wealth plans.

  • 7.

    Proactive reviews

    May include new wealth-building tools, refining plans as life events unfold.

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.

Assets 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%
Successful mature couple smiling while discussing important milestone with their financial advisor.


Your questions, answered.

Do you have a question about fees or how we’ll work with you? Read our FAQ to have your questions answered. Or reach out to us anytime.