Precedent Wealth Partners

Join the Precedent team as they discuss current market cross-currents, including the pullback in stock prices, rising oil and gas prices, and increasing gold and silver values. Gain insights for informed decision-making. Watch our latest video! bit.ly/44k7PXj

Join us in welcoming Mariah Willis to the Precedent team! Mariah works alongside Precedent’s wealth advisors to ensure that clients day-to-day needs are handled expeditiously. Learn more about our team by visiting: bit.ly/3OSyzbi.

We believe you deserve a complete, holistic planning experience – one that goes beyond investments to fully address your distinct goals and challenges. We are an independent, Texas-based RIA w/ over a century of combined experience. Learn more bit.ly/3KSRNet

Precedent is an independent, Texas-based RIA for long-term, full-service financial planning and investment management. Learn more about us and let's get started. bit.ly/3KSRNet

Discover the top 3 three myth-busters we found for creating clear and measurable personal or business goals in 2024. Learn more on how we can assist you with your financial journey: bit.ly/48Arx1Y #FinancialPlanning #FinancialAdvisor #investmentstrategy #wealthmanager

Cheers to a year filled with joy, laughter, and endless opportunities! Happy New Year!

May 2024 bring joy, achievements, and moments of personal growth. Here's to a renewed journey and fresh opportunities! We wish you and your family a happy holiday! A video message from our Founding Member, Managing Director, and Chairman is attached. bit.ly/4aHFvRt

Join us in welcoming Carissa Fowler to the Precedent team! Carissa contributes greatly to various marketing and advertising initiatives that promote the Precedent brand and its growth. Learn more about our team by visiting: bit.ly/3OSyzbi

Precedent is not just our name. It's our mission and promise to our clients to bring higher level of honest wealth management services. We believe this starts with transparency and discuss our fees upfront. Learn more about us and get started today: bit.ly/46EvuRG

Join us in welcoming Nina Novales to the Precedent team! Nina joins us as a Trading Analyst and we are very excited to have her knowledge and expertise supporting our clients and our firm as a whole. Learn more about our team by visiting: bit.ly/3OSyzbi"

Grateful hearts, full plates. Happy Thanksgiving! A video message from our Founding Member, Managing Director, and Chairman is attached. bit.ly/3MTW4iw

Our team is just back from Dynasty's Investors Forum where we focused on purposeful best practices and current investment topics & strategies. #dynastyforum23

On this #VeteransDay, we come together to express our gratitude for the courageous veterans who've selflessly served our nation. We extend our heartfelt thanks to these remarkable individuals.

November is #NationalEntrepreneurshipMonth, celebrating creativity and planning in business. Launching our firm this year was an exciting journey. In recognition, we've crafted a unique wealth advisory blueprint, setting a new precedent for prosperity. bit.ly/3KSRNet

Meet Libby Webster, Executive Assistant at Precedent. Libby brings five years of experience in executive support to our firm. Libby ensures every client experience is warmly orchestrated with clarity & efficiency, in addition to supporting our executives. bit.ly/3OSyzbi

As we recognize #CyberSecurityAwarenessMonth, remember that scammers are becoming more digitally sophisticated, which means safeguarding your financial assets is more critical than ever. Let's make sure your hard-earned money stays in the right hands.

At Precedent Wealth Partners, we believe in the power of unity and education. Let’s come together to spread knowledge, promote early detection, and remind our loved ones to schedule those important check-ups. Early detection saves lives! #BreastCancerAwarenessMonth

Meet George Williams. George brings 50 years of experience to the team as a CERTIFIED FINANCIAL PLANNER Practitioner & experienced lawyer. He is a proud alumnus of the University of Houston and has served numerous local organizations throughout his career. bit.ly/3RBc63X

There are no shortcuts to building wealth. It takes time, effort, and guidance. Working with Precedent, you can expect personalized guidance and proactive attention on your journey. We offer advice to our clients for one simple, easy-to-understand fee. bit.ly/3KSRNet

22 years later, we remember the tragedy of 9/11. Let's honor the lives lost, the heroes who stepped up, and the resiliency of the American spirit. #NeverForget