Precision Wealth Partners

09/02/2026

⏳ True financial peace of mind doesn't happen by accident—it happens by design.

Whether you are a few months away from retirement or 10 years, the decisions you make today will dictate your lifestyle tomorrow. Join Paul M. Mitchell, Financial Planner, Precision Wealth Partners for a retirement planning seminar where we breakdown the complexities of portfolio longevity, tax strategies, and estate planning.

👉 Click the link to view the agenda and save your seat: https://fen.courses/XWV4Z1?utm_source=Advisor&utm_medium=Link&utm_campaign=FMT-22306&utm_content=Shared

08/26/2026

2026 has been a year of incredible growth, learning, and milestones for our team! 🤝🏢

Over the past few months, we've been thrilled to grow our family and officially welcome four incredible new team members to Precision Wealth Partners!

Lisa Balco joins us as a Client Service Associate working directly with Luke Chapman. Lisa brings more than 12 years of experience in estate care collections, client relationship management, and private wealth case management. Throughout her career, she has supported high-net-worth clients while delivering exceptional service and operational support.

Melissa Cebulski joins us as a Client Service Associate working directly with Matt Stranix. A graduate of Rutgers University with a bachelor’s degree in business administration, she has built her career on supporting clients through financial planning, account servicing, and day-to-day operations.

Alyna Denisi joins us as a Paraplanner directly supporting Matt Stranix. Alyna earned a Bachelor of Science in Business Administration from Widener University, majoring in Economics with a specialization in Personal Finance and minors in Taxation and Finance. She also completed her Master of Science in Taxation and Financial Planning in May 2026.

Sam Teigland joins us as a Paraplanner directly supporting Paul Mitchell. Sam earned his Bachelor of Science in Business Administration with a major in Finance from Lipscomb University in Nashville, Tennessee. He began his career at Northwestern Mutual shortly after graduating college in 2024, spending a year and a half gaining experience in client service and financial planning support before joining Precision Wealth Partners.

We are blown away by the incredible contributions our newest team members have already made. From bringing fresh ideas to the table to hitting the ground running, they are already helping us raise the bar on delivering extraordinary value through the highest quality financial planning and seamless implementation of advice.

Please join us in the comments below giving a warm welcome to Lisa, Melissa, Alyna, and Sam!

Want to learn more about our growing team? Visit PrecisionWealthPartners.com

08/20/2026

That's a wrap on our latest retirement planning seminar series!

Over the last few weeks, we sat down with a fantastic group of professionals to talk about the future. We went beyond the numbers and discussed real strategies for this next big chapter.

If you missed the live session or want to continue the conversation on aligning your financial strategy with your life goals, drop a comment below or send us a message! 👇

08/12/2026

Hard work meets high scores! Who knew our team had so many hidden bowling pros? (And a few gutter-ball champions) 🎳

Our team traded the screens for the lanes last week for a fantastic team outing. It was a great way to unwind and connect outside the office.

07/30/2026

Wishing a Happy Retirement to our Carol Knightly! 🎉🥂

After many years of hard work, dedication, and leadership, Carol recently hung up her hat and retired after a successful career at the Children's Hospital of Philadelphia.

Carol - We are so grateful to be a part of your journey and cannot wait to see you enjoy this next great adventure.

Please join us in wishing Carol a joyful and relaxing retirement.

Retiring soon? What are you most excited to check off your bucket list first—traveling, golf, or extra time with family? Let us know in the comments below! ⬇️

07/27/2026

📣 Calling all South Jersey pre-retirees!

Our next round of Retirement Planning Today® seminars with Matthew Stranix starts next week in Woolwich Township.

Are you between the ages of 50 and 70? Starting to think about retirement and all of the questions that will arise? Or maybe you've just retired and are saying, "Now What?"

Unlike many seminars that focus on a specific topic, this comprehensive course will help you see the "big picture." You'll learn how to:
- Integrate your finances with your goals and values
- Use the latest tax law changes to your advantage
- Determine the amount of money you need to retire
- Select the retirement plan distribution choice that is right for you
- Plan your retirement income to preserve a comfortable standard of living
- And so much more!

There's still time to register but spaces are limited - secure your spot today! ⬇️

https://fen.courses/ACWKE1?utm_source=Advisor&utm_medium=Link&utm_campaign=FMT-22095&utm_content=Shared

07/23/2026

Making spirits bright... in July! ✨🎅

The holiday season will be here before we know it and we need your help!

Our clients are the heart of our business, and we want to champion the causes close to your hearts. 🎁 What are your favorite local charities or donation drives?

Drop a comment below with your suggestions and help us choose our recipient for this year's holiday drive!

*Suggestions may also be emailed to our Practice Manager Alicia Croce at [email protected]*

07/22/2026

We truly hit a home run with the clients we get to work with! ⚾️

From the hot dogs to the great conversations, it was the perfect way to say thank you for your trust and continued support. We appreciate each and every one of you!

Wilmington Blue Rocks

07/09/2026

Retirement isn't just a goal; it's a strategy. Join Matthew Stranix next month in Woolwich Township, NJ to learn how to build your roadmap. 🛣️

Over the course of two evenings, we'll cover topics such as:
- Life planning
- Retirement needs and expenses
- Retirement roadblocks and mistakes
- Retirement income sources
- Retirement plan distributions
- Investments
- Risk management and asset protection
- Estate planning

Your future self will thank you. Join our retirement planning seminar and take control of your financial destiny!

Secure your spot today. ⬇️

https://fen.courses/ACWKE1?utm_source=Advisor&utm_medium=Link&utm_campaign=FMT-22095&utm_content=Shared

06/24/2026

Precision Wealth Partners is growing and expanding with its newest location in South Jersey, led by Matthew Stranix! Read more here:
https://www.linkedin.com/pulse/precision-wealth-partners-expands-south-jersey-kmoqe

Comprehensive Financial Planning Firm Opens Third Location, Serving Clients Across New Jersey, Delaware, Maryland, and Pennsylvania MULLICA HILL, NJ – Precision Wealth Partners, a comprehensive financial planning firm with offices in Delaware and Maryland, is proud to announce the opening of its n...