Precedent Wealth Partners

Precedent Wealth Partners We believe a new precedent characterized by genuine partnership and a commitment to aligning our interests with yours leads to a better outcome.

We founded Precedent Wealth Partners on the principle of doing things differently and breaking away from traditional wealth management’s focus on short-term gains and lack of client alignment.

05/18/2026

The market keeps pushing higher… but fewer stocks are doing the heavy lifting. 👀

Tech has surged nearly 40% since March lows, inflation fears are heating up again, and a new Fed Chair is stepping into one of the toughest environments in years. Here’s what’s top of mind this week at Precedent.

05/11/2026

The Nasdaq just had a HUGE week 🚀 AI stocks are still leading the charge, with investors aggressively piling into chip and memory companies while international markets continue to lag behind.

But beneath the rally, there are two major things investors should be paying attention to right now… This and more in our Market Minute.


05/04/2026

Why do some investors end up with more—even when they invest less? In Thursday’s podcast episode, we break down the power of starting early, automating contributions and staying consistent through market ups and downs. Plus, practical ways to save more, avoid common mistakes and build a plan you can actually stick to.

04/27/2026

Four companies. Over 15% of the S&P 500.

That’s what’s reporting this week with Alphabet Inc., Microsoft, Amazon and Meta Platforms. And so far? Earnings are beating expectations — despite everything happening globally. The market doesn’t wait for perfect conditions.

04/20/2026

Ceasefire hopes faded over the weekend, but markets are looking forward — not backward. While headlines focus on Iran and ongoing negotiations, we’re focused on what matters for the rest of 2026. From consumer strength to key tailwinds ahead, here’s what our investment committee is watching right now.

04/14/2026

What’s the biggest mistake we see when it comes to Social Security? Click the link in bio to listen to our latest podcast on Social Security to find out.

04/06/2026

Markets are staring down global tension—but instead of panic, we’re seeing resilience and recalibration. 👀📈 With energy surging and key deadlines ahead, this week could be a turning point—here’s what we’re watching.

04/02/2026

Retirees often have a highly appreciated stock position they are reluctant to sell to diversify their portfolio. The tax “hit” that comes by realizing a capital gain can be distasteful! However, what if there was a strategy to avoid that capital gains tax, diversify your holdings, create income, and build tax-free retirement growth — all in one coordinated strategy? Link in bio for the full podcast episode covering CRUTs, Roth Conversions and more.

03/30/2026

Markets feel heavy right now — but perspective matters. The S&P 500 just logged a rare five-week losing streak … yet it’s still up from last year’s lows.

03/24/2026

Markets are reacting to every headline—but long-term investors shouldn’t.

Geopolitical news can move prices fast, but history shows markets navigate uncertainty over time.

03/19/2026

Markets rise. Markets fall. But the biggest threat to your portfolio isn’t volatility — it’s emotion.

🔗Link in bio to the rest of this episode.

Address

1800 West Loop S, Suite 1400
Houston, TX
77027

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17132446450

Website

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