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

Wealth Management Solution

Business Owner Solutions

The Attorney Alliance Program

The CPA Alliance Program

Additional Resources

Locate our offices or contact us.
Read Bio’s on our Team.
Watch educational e-Seminars to better prepare yourself for a next meeting.
Read educational articles on various topics and from past news letters.
Track the financial markets, retrieve quotes, view charts, and even monitor the performance of your own portfolio.
View our Process.
Print off a list of documents we review.

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.

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.