Precision Wealth Partners

Financial Services - New Castle, Delaware, United States

Precision Wealth Partners Employees
Jason Kendall

Certified Financial Planner

Contact Jason Kendall

Kathy Phelps

Client Relationship Manager

Contact Kathy Phelps

Jennifer Nace

Administrative Assistant, Onboarding Specialist, Insurance Coordinator

Contact Jennifer Nace

Paul Mitchell

Founding Partner, Financial Planner

Contact Paul Mitchell

Matthew Stranix

Founding Partner, Financial Planner

Contact Matthew Stranix

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Precision Wealth Partners Details

Our mission is to be the most trusted comprehensive financial planning firm, providing the highest quality ideas, and seamless implementation of advice. While life provides moving targets, we aim to build trust through clarity and education, helping our clients navigate life's changes. Our service mindset of giving back to our communities, organizations, families, and clients sets us apart. Our methods are data-driven, yet easy to understand, so that our clients feel empowered to make good decisions with confidence.

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Employees: 5
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Location: New Castle, Delaware, United States
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