Let’s Talk! Around the Horn with Precedent Wealth Partners
In this panel discussion, Lantz Bowman is introduced as the newest advisor joining Precedent Wealth Partners. Alongside Harold and Grant, Lantz discusses his experience serving affluent families, the importance of continuity and trust in advisory relationships, and the factors that led him to align with a fully advisor-owned firm. The conversation highlights how ownership structure and long-term independence can directly support client interests.
