The Precedence Private Wealth Process


A 360° plan for your finances, that brings it all together.


Cash . Wealth . Debt . Risk . Legal . Taxes . Business

Everyone has a finite amount of resources. But by taking advantage of every possible opportunity, we help clients lower their taxes, get more from their investments and Keep More® of their money. Our process is about looking at every aspect of your financial life and making choices for the best possible outcomes.
Our approach is designed for those willing to open their eyes to a better way of managing their wealth. Because by getting to know your complete situation as well as your current priorities and future goals, we’re able to create a comprehensive plan that allows you to maximize every financial opportunity.
“I understand your time is extremely valuable and I appreciate the insight and advice you offer. Not all advisors spend extra time with the clients. Your group is a breath of fresh air in the financial industry and it is very comforting to be in such experienced hands!”


Rob S