It is easy to get caught up in the current economy or the latest "hot" stock. The way you invest should be aligned with your financial goals, not with the short-term ups and downs of markets. Research also indicates that higher internal costs factor significantly in under-performing the broader markets.
We believe our investor clients value our fiduciary standard, low cost approach and open transparency. In an industry where trust is often lacking, we just wanted you to know from the beginning, we understand - it's all about serving you!
We believe our investor clients value our fiduciary standard, low cost approach and open transparency. In an industry where trust is often lacking, we just wanted you to know from the beginning, we understand - it's all about serving you!
Services
Precision Wealth Advisors, LLC is a Colorado based boutique style financial services firm, being built upon a foundation of four pillars: Knowledge, Integrity, Honesty, and Transparency. We believe these to be imperative.
With the necessary industry Knowledge, we are able to conduct business professionally, Integrity assures our clients' interests will be put first, Honesty creates the basis for all valued relationships, Transparency brings a refreshing clarity to our financial advice, and together these pillars establish our reason for existing - helping our clients achieve their goals.
With the necessary industry Knowledge, we are able to conduct business professionally, Integrity assures our clients' interests will be put first, Honesty creates the basis for all valued relationships, Transparency brings a refreshing clarity to our financial advice, and together these pillars establish our reason for existing - helping our clients achieve their goals.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
There is a reason you're looking for a better, more transparent and coherent approach to your investment needs. Maybe you're not thrilled with the advice you've been getting. Perhaps you're not sure how you're doing, and the complex statements you receive seem to make your progress difficult to discern.
Precision Wealth Advisors (PWA) has a clear Code of Ethics, which is disseminated and followed by all affiliated personnel. Every aspect of our business will be conducted in a fair, lawful and ethical manner. Sufficient internal controls have been implemented to ensure that all reasonable efforts are taken at all times to deter and detect any activities which do not meet the highest standards of ethical behavior.
Imagine - being offered an investment eco-system that is designed to capture greater upside when markets are rising, yet minimize downside risk when markets get rough, without the use of costly derivatives or options. These commonly used management tools often cause a portfolio's return to lag well behind the market.
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