HOUSTON, TX / ACCESSWIRE / June 22, 2024 / Precedent Wealth Partners, a rapidly growing wealth management firm headquartered in Houston, TX, is proud to announce that it celebrated its one-year anniversary on April 21, 2024. Since its founding in 2023, Precedent Wealth Partners has rapidly established itself as a leader in providing comprehensive and innovative wealth management solutions for individuals and families.
Founded by a team of experienced financial professionals, Precedent Wealth Partners has experienced remarkable growth in its first year of operation. Starting with a core team of four employees, the firm has expanded to nine dedicated professionals, along with a support team of six consulting members to the firm's committees. Each is committed to delivering exceptional service and personalized solutions to clients.
In addition to its impressive team expansion, Precedent Wealth Partners also celebrated the opening of its new office in Houston, Texas, during the fourth quarter of 2023. This strategic expansion allows the firm to better serve clients in the thriving Texas market and reflects Precedent Wealth Partners' commitment to providing accessible and tailored wealth management services across the region.
We are gratified at the response to our launch. The show of support from families seeking a deeper partnership with their wealth advisors has been overwhelming." said Grant J. Williams, Founder, Managing Director
CFP®. Fellow Founder and Managing Director, J. Harold Williams, CPA, CFP®, added, "I believe our unique offering of allowing clients the potential to share in the bottom-line success of Precedent, as a business, sets a new standard in what the relationship between Advisor and Client should be."
The firm's client-centric approach and dedication to innovation have been instrumental in its success.
Looking forward, Precedent Wealth Partners is poised for continued growth and expansion. The firm remains committed to attracting top talent, expanding its service offerings, and delivering unparalleled value to its clients.
To learn more about Precedent Wealth Partners and its comprehensive wealth management solutions, please visit https://precedentwealth.com/.
About Precedent Wealth Partners
Precedent Wealth Partners is a leading wealth management firm committed to providing comprehensive and innovative financial solutions for individuals and families. With a client-centric approach and a team of experienced professionals, Precedent Wealth Partners offers personalized wealth management strategies designed to help clients achieve their financial goals.
Media Contact
Precedent Wealth Partners
(713) 244-6450
Grant.williams@precedentwealth.com
SOURCE: Precedent Wealth Partners
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