Precedent Wealth Partners

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Precedent Wealth Partners — overview

About

Precedent Wealth Partners is a US-based wealth manager and registered investment adviser. The firm provides investment advisory services on both a discretionary and non-discretionary basis. It offers investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations and corporations.

Precedent Wealth Partners - known decision makers (7)

Position	Location	Asset Class
Founder, Managing Director, Investment Committee, Wealth Planning Committee	Houston, US	GEN
Wealth Advisor	Houston, US	GEN
Director of Operations	Houston, US	GEN
Founder, Managing Director, Investment Committee, Wealth Planning Committee	Houston, US	GEN
Founder, Managing Director, Investment Committee, Wealth Planning Committee	Houston, US	GEN

Showing 5 of 7 known decision makers Precedent Wealth Partners

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