Precedent Wealth Partners

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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.

09/24/2026

Financial Advice, Dealt Differently | Ep. 1: Financial Planning Checklist

09/03/2026

Sending a child to college involves more than buying a laptop and furnishing a dorm room. Once your child turns 18, important legal, financial and insurance considerations change—even if you still support them financially.

Before college drop-off, parents should consider these five important steps:
• Prepare medical and durable powers of attorney
• Review renters and personal-liability insurance
• Freeze the student’s credit
• Help them begin building a credit history responsibly
• Update the family’s auto and umbrella insurance coverage

Our very own Lantz Bowman shares the checklist he completed before sending his own daughter to college—and explains how these steps can help protect both your student and your family’s financial well-being.

This content is intended for educational purposes only and should not be considered personalized legal, tax, insurance or financial advice. Consult the appropriate professionals regarding your individual circumstances.

08/24/2026

Interest rates took center stage last week as long-term Treasury yields surged amid concerns about government debt, inflation and higher-for-longer oil prices. Meanwhile, Bitcoin rallied and major retailers delivered mixed results—giving our Investment Committee plenty to watch.

For informational purposes only. This is not investment advice or a recommendation to buy or sell any security.

08/17/2026

The winning streak continues 📈 The S&P 500 posted its third consecutive positive week as softer-than-expected inflation data helped ease some concerns around the Fed and interest rates.

But with Treasury yields remaining resilient, oil and Middle East tensions still in focus, and signs of softer consumer activity, there’s plenty for investors to watch. This week, our Investment Committee is asking an important question: At what level do higher interest rates start to become a problem for stocks?

Here’s what we’re watching in this week’s Market Minute.

This content is for informational purposes only and is not intended as personalized or actionable investment advice.

07/27/2026

🏛️ The Federal Reserve will announce its latest interest rate decision on Wednesday, while investors continue to watch inflation, Treasury yields and what they could mean for stocks moving forward.

07/16/2026

Two Investors. Same Portfolio. Half a Million Dollar Difference.

Most investors focus on what they own - but few think about where they own it. On this episode of Playing the Long Game podcast, we explain how strategic asset location can help reduce taxes, increase after-tax wealth and potentially add hundreds of thousands of dollars to your retirement over time.

07/13/2026

Markets continue to bounce between AI spending, geopolitical tensions, and the next Iran headline—but long-term investors may be better served focusing on what matters most. With both the S&P 500 and MSCI EAFE posting double-digit gains year-to-date, all eyes now turn to earnings season. Can corporate profits live up to high expectations?

07/06/2026

As investors shift away from geopolitical headlines, attention appears to be turning tovaluations, market leadership, and the next phase of the AI trade. We discuss what may be driving the recent rotation and what we’re watching as earnings season unfolds.

07/02/2026

Most people think Roth contributions are limited… but that’s not the full story. On the podcast, we break down the two paths to backdoor Roth strategies—including the powerful “Mega Backdoor”—and how high earners can potentially move up to $72,000 into tax-advantaged accounts.

We’ll walk through contribution limits, employer plan mechanics, and a real-world example, so you can understand how it actually works.

This is for educational purposes only and not personalized investment advice.

06/22/2026

Ships are beginning to move through the Strait of Hormuz again, offering a sign of easing tensions—but global markets are already shifting their focus. In this week’s Market Minute, we discuss what we’re watching next, from the Federal Reserve’s rate decisions to corporate earnings and what they could mean for investors.

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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