SERVICES
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
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
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.
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1.
EXPLORING YOUR NEEDS AND GOALS
We determine whether Precedent Wealth Partners is a good fit considering your needs and goals.
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2.
PRELIMINARY ANALYSIS
Review your financial information, goals, pain points and other preferences.
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3.
FOLLOW-UP AND INITIAL PROPOSAL
Present a first draft of our total wealth plan, detailing the financial analysis and services required to meet your specific long-term needs.
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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.
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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.
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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.
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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% |
FAQs.
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.