Christopher Briggs, Professional Wealth Advisor

Precision Wealth Management has served the needs of many high net worth clients for its history of over 20 years. The team has considerable depth, is fiercely independent and has set itself apart by truly acting beyond a limited product offering and only in the client’s best interest.

At Precision Wealth Management, we don’t have a marketing budget. Simply put, at PWM, it’s not needed. Virtually all of the business comes from word-of-mouth referrals from happy clients to their friends and family. The trust they have in this firm and the integrity demonstrated over many years is all the marketing needed. Ultimately, this allows us to keep costs lower and that ends up on your bottom line.

I am excited to service my clients using proven investment and financial goal planning processes. These processes have stood the test of time, providing clients peace of mind in protecting their capital during challenging markets, and achieving solid relative rates of return during flat or positive markets.

I believe that education and open communication are essential for a successful client-advisor relationship and want to ensure we’re on the same page and have a great connection. I pride myself in ensuring my clients’ needs are the focal point for all conversations – placing your interests first means I never have to worry about my best interests.

Amassing significant wealth is the result of hard work and careful planning and entails considerable complexity. There are many unique investment products and strategies so it’s vital that I have an excellent understanding of your financial goals in order to help you reach them, By exercising extreme due diligence in the process of picking your investments, I am able to ensure that you have the portfolio that is most tailored to your individual needs, goals, and success, however you define that for yourself. Please come by the office and feel the energy of the Precision Wealth Management Team, it’s truly a unique experience.