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.
Stay Informed on the Latest Market Conditions
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…read more
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…read more
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…read more
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…read more
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…read more
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….read more
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…read more
A Message from the Advisory Team
OFFICE SUMMER HOURS
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.
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