Precedent Wealth Partners

As an independent Texas-based RIA (Registered Investment Advisor) with more than 100 years of combined financial planning and investment experience, we serve the diverse needs of individuals, families, business owners, and entrepreneurs. Precedent W...

As an independent Texas-based RIA (Registered Investment Advisor) with more than 100 years of combined financial planning and investment experience, we serve the diverse needs of individuals, families, business owners, and entrepreneurs. Precedent Wealth Partners was founded to overcome the limitations of traditional wealth management services. We are driven by your need to pursue long-term financial goals using prudent investment strategies.