For us, a person with big dreams is better than a person with all the facts.

Client Account Access

*choose a link below & click "Go"

GO
 

Welcome to Precision Wealth Strategies

Precision Wealth Strategies empowers its clients to think bigger, do more for themselves and the people around them, by accomplishing client objectives through effective team coordination with less risk and less taxes.

This site is designed to answer questions and provide ideas. However, every situation is different and needs to be handled as such . . . when you are ready contact us.

Resources For You

You are welcome to use our site as a resource. If there are topics you would like us to cover, just let us know.

"How We Help" Videos

Additional Resources

Mission Statement

  • To help our clients achieve, grow, protect, enjoy and ultimately transfer their financial wealth.
  • To focus on the Estate/Business Succession and the Risk/Asset Management needs of our targeted clientele.
  • To crystallize our clients' financial objectives and assist them in implementing a plan to help accomplish those objectives.
  • To be the catalyst in the planning process.
  • To help our individuals and families with planning that encompasses wealth sustainability and asset protection through cash flow and net worth analysis.
  • To help executives and family businesses with, but not limited to, business exit planning, business protection strategies and compensation arrangements the coordination of the legal, accounting and insurance aspects of the family and/or business plan.
  • To have a game plan for every time a "What If Life Happens," is questioned.

Through our experience, our process*, and unparalleled resources, we remain dedicated to providing our clientele sound recommendations geared specifically toward the accomplishment of their objectives. The asset of our clients we value the most is their trust.

So...what exactly is it that we do? We make certain every aspect of your plan – from defining intimate financial objectives, helping a person accumulate assets, how you exit your business – speaks to each other, and making sure it all happens with the least amount of risk and the least amount of tax.

Darin Robinson, Mark Wieberg, Jared Ellis, and Kevin Reder are Registered Representatives who collectively are licensed in the states of: Delaware, Illinois, Indiana, Iowa, Kansas, Michigan, and Missouri offering securities products & services through NYLIFE Securities LLC Member FINRA/SIPC, a licensed insurance agency, 17280 North Outer 40 Road, Suite 200, St. Louis, MO 63005, (636) 449-3800. In this regard, this communication is strictly intended for individuals residing in the states of DE, IL, IN, IA, KS, MI and MO. No offers may be made or accepted from any resident outside the specific states referenced.

Darin Robinson, Mark Wieberg, Jared Ellis, John Miller, Kevin Reder, Geff Dunn, Lawerence W. Dorr, and Jason Robinson are agents licensed to sell insurance through New York Life Insurance Company and are collectively licensed with various companies in the states of AZ, CA, DE, IA, IL, IN, KS, KY, MI, MO, OK, NV, SC, TX, AND WI (Jared Ellis, CA Insurance License #OG79147). No insurance business may be conducted outside of these states.

Precision Wealth Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Precision Wealth Strategies LLC its employees nor New York Life or its affiliates offer tax, legal or accounting advice. Please be sure to consult your own tax, legal or accounting professional regarding your particular situation.

*You assume total responsibility and risk for the sites you are visiting. The information being provided is strictly as a courtesy. When you link to any of the Web sites provided herewith, you are leaving this site. Neither the Company, New York Life Insurance Company nor any of its subsidiaries, make any representations as to the completeness or accuracy of information that is provided at these sites. Nor are they liable for any direct or indirect technical or systems issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Contact Us

17280 North Outer 40 Road
Suite 200
Chesterfield, MO 63005

Phone: (636) 449-3800
Alt Phone: (314) 994-6460
Fax: (636) 449-3817

info@PrecisionWS.com

Learning Center

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.