Precision Wealth Management is a wealth management firm that empowers individuals to achieve financial freedom and pursue their aspirations. Established on the principle that wealth is about more than just numbers, we approach financial planning with a personalized and holistic perspective.
Our Vision
Our vision is to help our clients navigate the complexities of wealth, allowing them to focus on living life on their own terms. We believe in building lasting relationships with our clients, understanding their unique goals, and working collaboratively to create a personalized financial roadmap.
What We Do
Precision Wealth Management offers a comprehensive range of services to address all aspects of your financial life:
Tax Planning & Compliance
- Tax optimization strategies for individuals and families
- Retirement plan analysis and optimization
- Capital gains tax planning
- Estate and inheritance planning
Estate Planning
- Development of comprehensive estate plans, including wills, trusts, and power of attorney
- Review and updating of existing estate documents
- Guidance on asset ownership and succession planning
Portfolio Management
- Personalized investment strategies tailored to individual goals
- Comprehensive risk management analysis
- Ongoing portfolio review and rebalancing
Retirement Planning
- Comprehensive retirement planning and analysis
- Guidance on maximizing retirement contributions
- Options exploration for defined benefit plans and IRAs
Financial Planning
- Financial goal setting and planning
- Budget and expense analysis
- Debt management strategies
- Risk management evaluation
Our Team
Precision Wealth Management is led by experienced professionals with deep understanding of the financial services industry. Our team of experts is committed to providing personalized attention, transparency, and clear communication throughout the financial planning process.
Join Us on Your Financial Journey
At Precision Wealth Management, we believe in empowering our clients to take control of their financial future. Let us partner with you to create a customized financial plan that aligns with your unique goals and aspirations.
Overall Experience
The reviewer, Dini Cobb, has had a very positive experience with Christopher Briggs, giving him a 5-star rating.
Professionalism and Expertise
Christopher Briggs is described as professional and knowledgeable in his field of financial planning. He is well-prepared, asking relevant questions and providing thoughtful suggestions.
Recommendation
The reviewer is highly satisfied with the service and has recommended Christopher Briggs to others multiple times.
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