Services

Although the majority of our business comes from the local Westchester County area, Precision Wealth Solutions is proud to serve clients located all across the country. We are committed to serving safety specialists in our local communities, including police officers, firefighters, correction officers, and civil service and union employees. Our primary services include investment management and retirement income planning, which are particularly important for pre-retirees and retirees on pensions or fixed incomes.

We offer personalized, hands-on service and educate our clients about financial concepts and products. We strive to take the mystery out of investing, insurance, estate conservation, and preserving wealth. Our team understands the many challenges of retirement today, and we know the biggest concern for many is outliving their money. We focus on money management and other issues that are critical to your financial well-being.