You see, unlike some financial advisors, we don’t offer quick answers or simple solutions for complex financial situations, because every client’s situation is completely unique. That’s why we invest time in you. We use this opportunity to ask the right questions, so we get the right information to ensure every decision in your financial journey is made in your best interests.
Our team is guided by a set of values and principles that enable us to build your personal wealth plan with your best interests at heart. We are here to help grow and protect your wealth, starting with the way we structure our business, through risk mitigation and offering the best solutions available anywhere.
We aren’t limited to, or biased by, the financial solutions offered by any one source. That means your unique financial plan will be designed with only your best interests in mind – which is just as it should be.
Every financial decision has short- and long-term implications for your portfolio. We work with you to find the optimum balance of risk and benefit for long-term prosperity. The Portfolio Managers at Q Wealth Partners have a fiduciary duty to put the client’s interests first.
Investments that are properly diversified are proven to minimize losses and maximize returns. Through our partnership with Q Wealth Partners, we are able to provide broad asset allocation concepts to our clients with insightful and objective-specific recommendations, often seen as a challenge for individual investors.
Studies have shown that financial advisors who attempt to handle both client relationships and financial account management achieve lower returns over time. Where needed, we outsource the management of financial investments to some of the brightest minds in the business, available to us through arrangements put in place by Quintessence Wealth, so we can channel our time and expertise into growing your wealth.
Unlike commission-based financial advising, our solutions are based on a fixed fee structure. Our financial advisors never attempt to upsell investments, like some commissioned advisors. Additionally, you’ll always know how much you’re paying for our solutions, and when.
As an investor, it’s important to consider the actual cost of owning an investment account, including any hidden or ongoing fees. We offer complete transparency on the real cost of investment ownership, as well as financial solutions that provide low ownership costs.
From your first consultation with Precision Wealth Management, you’ll enjoy a direct relationship with your personal PWM Advisor, who will work side-by-side with you to make the best possible financial decisions for your unique situation.
Your Personal Wealth Plan evolves as your circumstances change. This framework is designed to work with you through your goals, challenges, dreams, and life stages.
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.