Our Legacy
A firm built to bridge Wall Street scale and boutique service.
Established nearly a decade ago, Precision was built to give families institutional-grade access with the agility of a private planning firm.
Our firm's legacy
Nearly a decade of scaling access without losing the relationship.
Established nine years ago, our firm was built to bridge the gap between institutional-grade financial products and personalized, boutique service.
Over nearly a decade we have scaled our operations to represent over 100 financial institutions, providing our clients unparalleled access to the global market while maintaining the agility of a private planning firm.
Holistic planning philosophy
We look at the entire picture, not one slice of it.
Unlike traditional brokers who may focus solely on one part of your portfolio, we coordinate every moving piece.
Legacy & estate strategy
Protecting your family's future through structured, intentional planning.
Tax-efficient growth
Utilizing Roth conversions and Qualified Opportunity Zones where they fit your plan.
Diversified asset management
Balancing traditional market participation with institutional-grade products.
Security of your assets
We never hold your money.
A critical distinction of our firm is that we do not personally hold or receive your funds. Your assets are held by some of the most capitalized and highest-rated financial institutions in the world.
We act as your dedicated architects and representatives, contracted by those institutions to build and manage your strategy. The strength of your plan is backed by their balance sheets, paired with the high-touch service of a firm that has been a staple in the industry for nearly a decade.
You can verify the professional standing of the broker managing our client assets through FINRA's BrokerCheck.
Institutional partnerships
Over 100 contracts. These are the ones we work with most closely.
Allianz
A global leader in insurance and asset management.
Security Benefit
Renowned for retirement saving and income solutions.
Nationwide Insurance
A Fortune 100 company with a “Superior” financial strength rating.
EquiTrust
Specialized in high-integrity wealth accumulation products.
Global Atlantic (GILCO)
A powerhouse in the retirement and life insurance markets.
Ameriprise Financial
Third-party asset management for clients requiring specialized market brokerage.
Experience & accreditations
Credentials earned, not claimed.
MIT Professional Education
Certificate in advanced financial modeling and strategy.
Elite Advisor status
Recognized for excellence in client service and volume within our partner networks.
Multi-state licensure
Licensed and authorized to serve clients in:
- Texas
- California
- Nevada
- Arkansas
- Virginia