WillShare
WillShare
We believe in treating you like co-owners
When we started Precedent Wealth Partners, we set out to do things differently. WillShare is an innovative program intended to align Precedent’s interests with yours. If we distribute after-tax profits to our owners, a portion of those profits may be shared back to you, in the form of fee credits against your management fees. This can reduce your overall cost of engaging with Precedent.
We believe WillShare can be a virtuous circle that keeps our team focused to work harder on your behalf towards sustainable growth. That’s better for Precedent, and it’s better for you. WillShare is a means by which we can preserve our culture and align our interests with yours. After all, that’s what it means to be your fiduciary and to keep our own business plan aligned with your long-term best interests.
Your wealth management strategy should be as distinctive as you are
For decades, many investment firms have relied on generic one size fits all strategies that charge high fees for mediocre results.
We are different. We see our relationship with you as a genuine partnership. As fiduciaries, we must uphold the highest ethical standards in the financial industry, prioritizing your financial interests over ours. Beyond even being a fiduciary, our WillShare commitment aligns our own business interests with commitment to relationship for the long-term.
With decades of experience and a commitment to trust and transparency, we can deliver solutions based solely on your best interests.
Let’s Talk
Ready to talk about your financial future?
Schedule a free, no strings attached first conversation.
