Precedent Wealth Partners
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
1800 West Loop S Ste 1400, Houston, Texa...Phone Number
(713) 244-6450Website
www.precedentwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Precedent Wealth Partners
Precedent Wealth Partners is a wealth management firm that aims to redefine traditional financial services by aligning their interests with those of their clients through an innovative co-ownership model. They offer a comprehensive range of services including retirement planning, tax management, risk management, asset protection, and estate planning. With decades of combined experience, their team is dedicated to helping clients mitigate financial risks and achieve sustainable growth. Their unique approach fosters a collaborative culture, ensuring clients feel like partners in their financial journey.Explore more
Precedent Wealth Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Precedent Wealth Partners
<$5M
11-50
Private
-
2023
JW
J. WilliamsFounder & Managing Director, Cpa & Pfs, Cfp
Company Profile Activity
Activity Insights
Precedent Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Precedent Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Precedent Wealth Partners.
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Precedent Wealth Partners is a wealth management firm that aims to redefine traditional financial services by aligning their interests with those of their clients through an innovative co-ownership model. They offer a comprehensive range of services including retirement planning, tax management, risk management, asset protection, and estate plannin... Read More
