Social distancing is critical during this surreal time with the COVID-19 virus, and we have no doubt we will get through this.

While we all do our part to stay home and stay safe, the capital markets are fluctuating. Know that our capital markets will heal, and our Advisory team is working hard to strategize winning ideas on the other side of this. We will be ready!

KEY RESOURCE: COVID-19 Government Support Programs for Individuals

We have been fielding many inquiries about COVID-19 and the impact this pandemic is having on the economy, markets, and ultimately our clients’ financial picture. For this reason we have put together this special resources section that draws on the experience our firm has in dealing with recent market volatility.

If you are an existing client, please see useful information below as well as details on how to get in touch with your Advisor.

If you are a new investor, please get in touch. We can meet with you (virtually) to discuss a financial plan that will help you live wealthy.

Stay Informed on the Latest Market Conditions

Increasing Rate of Change

The Increasing Rate of Change

It has been said, “there are decades where nothing seems to happen and then there are weeks where decades happen.” This spring was no exception. With the COVID-19 pandemic,…

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Common Investment mistakes

During Uncertain Times: Avoid These Investing Mistakes

Uncertain times often highlight the mistakes that investors can make with their portfolios. During buoyant markets, making money may not seem difficult. However, the reckoning often comes when markets…

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Investing in 2020

What is the Economic Path Forward?

It may be difficult to remember, but it was only months ago that we were in the midst of the longest economic expansion in history. How quickly things have…

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Gradually re-opening our office during Phase 2 of BC's Restart Plan

Phase Two of BC’s Restart Plan: Gradually Re-Opening our Office

Starting Tuesday May 19th, we are gradually re-opening our office. The health of our clients, couriers, staff and advisors, and our families are of the utmost importance. We are…

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PWM Staff share stories about working from home during COVID-19

Changing Routines under Changing Conditions: Stories from the Precision Wealth Management Team

COVID-19 has rewritten the way we live, calling for novel measures for a novel virus that has taken the world by storm. Back by popular demand, here are stories…

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Working from home during Covid-19

Advisors Tell All about Staying Home During COVID-19

Whether you live at home alone, with roommates, a partner or family, these unprecedented times call for unprecedented measures to keep safe and prevent the spread of COVID-19. Read…

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Importance of an Emergency Fund

Pandemic Lessons For The Young: Start an Emergency Fund

It is heartening to read some good news lately. There has been far too much news of the opposite variety during the COVID-19 pandemic, to understate the obvious. But…

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Self Isolation Day 18

Finding Activities during Social Distancing

A message from Christopher Briggs, Wealth Advisor and Managing Director on behalf of the Precision Wealth Management Team.
One thing is for certain, the novel COVID-19 has redrafted the way…

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We Will Be Ready — For Now Let’s Tame this Viral Beast

Good day to all of our great clients. We do miss the regular face to face meetings. Having you in our office is truly something we miss right now….

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“Time” Will Tell

I hope this finds you all well and safe.
We are going through an unprecedented health scare. That remains the only thing we think you should be totally focused on….

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Top Tips for Wealth Management in an Uncertain Economy

Top 3 Tips for Wealth Management Planning in an Uncertain Global Economy

At Precision Wealth Management we are strong believers that ‘living wealthy’ is a process. Rather than being about a short-term goal, it’s the result of years of smart, strategic…

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Stay Calm during this global crisis

Focus on Health and Stay Calm

A message from Cliff Broetz, Leader of Strategic Development, on behalf of the Precision Wealth Management Team.
Dear Clients,
Here we are again urging you to stay calm. To focus on…

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A Message from the Advisory Team

Precision Wealth Advisory Team

Monday – Thursday 9am – 4pm
Friday’s 9am – 1pm

We are currently keeping limited staff in the office and keeping client meetings to phone calls whenever possible. Right now we’re rotating between home offices and the office to reduce the number here on any given day.

We are available to do business electronically, and are fully operational and available remotely to help process your requests. We will be checking voicemail messages between 8am and 4pm, Monday to Friday. We are also available via email, and we can arrange FaceTime, Skype, and phone meetings.

Thank you for your understanding.
Please be safe, and protect your health.

Stay Informed

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