PhotoCourtesy:PrecedentWealthPartners
Finance
LeveragingDynasty’sNetwork:Precedent WealthPartnersStrategicMove
Houston,Texas–Inthefast-evolvinglandscapeofwealthmanagement,whereindependenceandclientcentricityareparamount,PrecedentWealthPartnersisprovingthatevenayoungfirmcanmakeasignificant impactbyleveragingthevastnetworkofindustrypowerhouseslikeDynastyFinancialPartners
Foundedbyatrioofseasonedfinancialexpertswithacombinedexperienceofoveracentury,Precedent WealthPartnersisnotyouraveragestart-up.HaroldWilliams,aCPAandCFPpractitionerwitha distinguishedcareerinbothpublicaccountingandwealthmanagement,alongwithhisbrotherGeorge,a former-practicingattorneyandnowCFPpractitioner,andhisson,Grant,aCertifiedFinancialPlannerwitha backgroundinfinanceandrecruiting,havesetouttoredefinetheclient-advisorrelationship.
“Webelieveingenuinepartnershipandacommitmenttoaligningourinterestswiththoseofourclients,” saysHaroldWilliams.“Thisisthenew‘precedent’wearesettinginwealthmanagement.”
A Dynasty of Support
Toachievetheirambitiousgoals,PrecedentWealthPartnershasjoinedforceswithDynastyFinancial Partners,aleadingproviderofintegratedplatformservicesforindependentfinancialadvisors.Thisstrategic partnershiphasgiventheyoungfirmaccesstoawiderangeofresourcesandexpertise,includingcuttingedgetechnology,high-qualityinvestmentresearchsolutions,andwell-provenpracticemanagementtools.
“Dynasty’svastnetworkhasbeeninvaluabletous,”saysGrantWilliams.“Wehaveattendedevents,learned newthings,andbeenrefreshedwithvigorforservingourclients.Hearinghowotherfirmsaredoingthings hasgivenusfreshideasandperspectives.”
Photos of Success
ThepartnershipwithDynastyhasalsoopeneddoorstonumerousnetworkingopportunities,allowing PrecedentWealthPartnerstoconnectwithothersuccessfuladvisorsandindustryleaders.Thefirmhas
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activelyparticipatedinDynasty’sconferencesandevents,sharingbestpracticesandexchanginginsights withpeers.
“WehavebuiltstrongrelationshipswithotherDynastynetworkfirms,”saysGeorgeWilliams.“Weare constantlylearningandgrowingtogether,andwearecommittedtosharingourknowledgeandexperience withothers.Thisdynamichassignificantlyexpandedourhorizons.”
A Fruitful Relationship
ThecollaborationbetweenPrecedentWealthPartnersandDynastyFinancialPartnershasproventobe fruitfulforbothparties.TheyoungfirmhasbenefitedfromDynasty’scomprehensiveplatformand extensivenetwork,whileDynastyhasgainedavaluablepartnerwithastrongcommitmenttoinnovationand clientservice.
“WearethrilledtobeworkingwithPrecedentWealthPartners,”saysShirlPenney,PresidentandCEOof DynastyFinancialPartners.“Theyareatalentedandambitiousteam,andweareconfidentthattheywill continuetoachievegreatthingsintheyearstocome.”
A Bright Future Ahead
Withasolidfoundationbuiltonexperience,expertise,andastrongpartnershipwithDynastyFinancial Partners,PrecedentWealthPartnersiswell-positionedforcontinuedsuccess.Thefirm’scommitmentto genuinepartnership,alignmentofinterests,andclient-centricityisresonatingwithinvestorswhoareseeking anewprecedentinwealthmanagement.
Asthefinanciallandscapecontinuestoevolve,PrecedentWealthPartnersisreadytoembracethechallenges andopportunitiesthatlieahead.WithDynasty’ssupport,thefirmisconfidentinitsabilitytodeliver exceptionalvaluetoitsclientsandbuildalastinglegacyinthewealthmanagementindustry
Publishedby:MartinDeJuan
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Dynasty, Precedent Wealth Partners
Weekly Staff (Ambassador)
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