Precision Wealth Partners

05/29/2026

Hitting our targets both in the office and on the screen! 🎯

Earlier this week, we stepped away from the office to build stronger bonds as a team. Because the better we know and trust each other, the better we serve those we work with. 🤝

05/13/2026

Another chapter completed. 📚✨

Last week, Jessica Stack, Devin Beale, and Brendan Powers, seniors at the University of Delaware in the Alfred Lerner College of Business & Economics, wrapped up their senior project with Paul M. Mitchell, as they near the finish line on their final semester.

As part of the Financial Planning and Wealth Management major, seniors are paired up with a University of Delaware alumni in the industry and are given the opportunity to become an advisor for a sample client! They must interview the client, gather data, analyze the data, prepare plan recommendations, and present their plan in detail using an industry-leading financial software.

Jessica, Devin, and Brendan - Caps off to you! 🎓 Your hard work has paid off, and the future is so bright.

05/07/2026

Precision Wealth Partners is proud to share that one of our founding partners, Matthew Stranix, has been recognized by Marquis Who’s Who for his leadership in the financial services industry. 👏

This honor reflects what drives our team every day: educating our clients so they are empowered to implement sound, holistic financial advice, helping them achieve their goals based on their unique values, needs, and priorities.

Read more about Matt's recognition in Marquis Who’s Who here:
https://www.24-7pressrelease.com/press-release-service/534638

May 7, 2026 -- Matthew M. Stranix, a founding partner of Precision Wealth Partners, has been selected for inclusion in Marquis Who's Who.

05/05/2026

Incredible energy today at the 2026 AAX Founder's Day with Vista Wealth Solutions strengthening relationships and bringing back actionable insights for our clients. 🤝💡

We spent the day connecting with 100 other advisors hearing fresh perspectives and focusing on elevating our strategies to better serve our clients' evolving needs.

04/29/2026

Celebrating inclusion, empowerment, and endless opportunities. 💙💛

On Saturday evening, our team was proud to sponsor the Down Syndrome Association of Delaware's "Night Under the Stars" gala at the Chesapeake Inn Restaurant and Marina.

Precision Wealth Partners is honored to support the DSA and their life-changing work for families in our community. Together we are stronger!

03/27/2026

¡Hola! 👋

Taking a moment to appreciate the incredible views from our Mark Wilchacky's recent travels to Spain.

Life is meant to be lived, not just planned. Let’s get your finances in order so you can focus on the destination.

➡️ https://www.precisionwealthpartners.com/

03/20/2026

Rocking our socks to celebrate inclusion and the beauty of our differences. 🧦🎗️

Our team celebrated a few days early this year by rocking our favorite mismatched socks to support the Down syndrome community.

Every year on March 21st, World Down Syndrome Day is celebrated by wearing mismatched socks. This date is symbolic as people with Down syndrome have 3 copies of their 21st chromosome. Socks were chosen because the karyotype of Down syndrome chromosomes actually looks like mismatched socks!

Different socks = celebrating different abilities!

Get ready to tomorrow - 3/21.

Down Syndrome Association of Delaware

03/19/2026

🔊 South Jersey pre-retirees!

Retirement is calling. Are you picking up? 📞

Join Matthew Stranix next month as we kick off our new Retiring Soon. Now What? seminars to prepare for your next big adventure.

What will you gain from attending?
- Understanding of how retirement planning has evolved, and the unique challenges faced by high-level professionals
- Practical strategies for cash flow management, investment allocation, tax optimization, and risk mitigation
- Our proprietary PLAAN Method™ framework: Position, Lifestyle, Analysis, Action, Now What?
- a copy of our book Retiring Soon. Now What?
- and so much more!

Register today to secure your spot! ⬇️

https://retiringsoonnowwhat.com/products/retirement-planning-course

03/18/2026

Ready to make an impact? We’re looking for you! 💡

Precision Wealth Partners is excited to be hiring not one, but TWO new Client Service Associates to join our growing team!

Our purpose is to help transform our clients’ lives by delivering extraordinary value through the highest quality financial planning and seamless implementation of advice.

In this role, you'll help us do just that by:
- assisting an advisor with day-to-day operations
- managing calendars, tasks, follow-ups, and workflows
- coordinating between clients, our team, and business partners
- providing a “Wow!” client experience with every interaction

Send your resume to our Practice Manager Alicia Croce ([email protected]) to get started!

Know someone perfect for this role? Tag them below! ⬇️

02/19/2026

Last week, Luke Chapman and Paul M. Mitchell, Financial Planner, Precision Wealth Partners joined together in celebrating some of the incredible women who empower our business by hosting a Valentine's (Galentine's) Day lunch!

Clients like you are the heart of our business. Thank you for being part of our journey! 💕

02/13/2026

Secure your future, live with confidence!

This week, Paul M. Mitchell, Financial Planner, Precision Wealth Partners wrapped up the latest round of Retirement Planning Today™ seminars in Cecil County.

We hope everyone feels empowered to map out their unique retirement journey.