Precedence Capital

At Precedence Private Wealth, we believe that taking control of your finances is a fundamental aspect of self-respect. We understand that planning your financial future is a complex process that goes beyond just investing. As a leading private wealth management firm, we take a comprehensive approach to ensure our clients maximize their wealth.

Comprehensive Financial Planning

Contrary to common misconceptions, our approach to financial planning is not limited to simply creating a portfolio and reviewing it periodically. Rather, we take a holistic approach that considers various aspects of your financial situation, including your income, assets, liabilities, and goals. We then develop a customized plan that addresses your unique needs and objectives.

Investment Management

Our investment management services are designed to help you achieve your financial goals. We employ a proactive approach to investment management, utilizing a variety of strategies to ensure your investments are aligned with your specific needs. Our investment management services include:

• Investment Portfolio Management
• Risk Management
• Tax-Advantaged Investing

Tax Advisory & Accounting

At Precedence, we understand the importance of tax planning and preparation. Our accounting and tax specialists work closely with our financial advisors to help you minimize your tax liability and maximize your after-tax income. Our tax advisory & accounting services include:

• Personal and Corporate Tax Planning & Preparation
• Tax Preparation for Businesses and Individuals
• Tax Audit Protection

Risk & Insurance Analysis

We believe that having the right insurance coverage is crucial in protecting your financial well-being. Our risk and insurance analysis services help you identify potential gaps in your insurance coverage and develop a tailored plan to mitigate these risks. Our risk and insurance analysis services include:

• Risk Assessment & Mitigation Strategies
• Insurance Coverage Review & Optimization
• Insurance Claims Assistance

Planning Process

At Precedence, we understand that every individual is unique, with their own set of financial goals and objectives. Our planning process is designed to help you achieve your financial objectives. We begin by getting to know you, understanding your financial situation, and developing a customized plan tailored to your specific needs.

Our Commitment

At Precedence, we are committed to helping you maximize your wealth. We strive to deliver exceptional service, provide innovative solutions, and maintain the highest level of expertise in the industry. Our commitment to our clients is unwavering, and we remain dedicated to helping you achieve your financial goals.

Get Started

If you're ready to take control of your finances and maximize your wealth, contact us today. We look forward to helping you achieve your financial goals and creating a brighter financial future.