As Your Wealth Grows, So Should Your Expectations

Wealth is more than a just a number in your bank account. It’s opportunity, freedom, peace of mind. It’s being able to live life on your own terms, with the people you love. At Precision Wealth Management, we help you protect and grow your financial assets through our unique, highly-personalized approach. From retirement planning to risk mitigation, tax strategies and investment management services, our professional wealth advisors help you set and achieve your financial goals. Discover the peace-of-mind that comes from working with your professional wealth advisor at Precision Wealth Management.

Estate planning

Financial Planning

Insurance analysis

Portfolio Analysis

Retirement Planning

Tax Planning

Comprehensive Financial Solutions

Financial planning is all about securing the best possible future for you and your family – next week, next year and even for the next generation. We take a holistic look at your financial picture to protect your assets, build towards your financial goals and avoid the potential pitfalls along the way.

Service and Investment Options the Banks Just Can’t Offer

You have your unique goals and aspirations. So why limit your opportunities to the cookie-cutter offerings found within a bank? We shop the world for the top-performing investments and offer personalized service that looks out for your best interest first.

Consolidated Financial Plan

A Wealth Management Plan Tailored for You

From your first consultation with Precision Wealth Management, you’ll enjoy a direct relationship with your personal professional wealth advisor, who will work side-by-side with you to make the best possible financial decisions for your unique situation.

Together, we develop your Personal Wealth Plan, charting a clear course for your future. So go ahead and live wealthy, we’ll help get you there.

I’ve seen the rest of your life through the eyes of others.
We can guide you.

Cliff Broetz, CSA, RDBPresident, Senior Wealth Advisor - Precision Wealth Management

Our Mutual Fund Dealer

Precision Wealth Management is registered with FundEX Investments Inc., a global company that allows us to offer our clients an unparalleled range of options which are never limited to proprietary products.

FundEX Investments  provides independent financial advisors with mutual funds, offering a unique flat fee investment platform to help financial advisors and their clients be more successful. Founded in 1995, FundEX is built on one core value: to encourage the independence of the nation’s financial advisors and revolutionize the industry. Today, FundEX proudly supports Precision Wealth Management and more than 700 other financial advisors with more than 14 billion in assets.

More About Fundex

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