Brandon Eigenberg, Precision Private Wealth

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Brandon Eigenberg, Precision Private Wealth

CA Insurance License #4219465, AR Insurance License #9491826 They are not intended, and should not be relied upon, as insurance, investment or financial advice.

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solicitation of any kind. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

09/03/2026

What does financial wellness mean to you?

Maybe it’s feeling prepared for an unexpected expense. Maybe it’s knowing you’re on track for retirement—or simply feeling more confident about the financial decisions you’re making today.

Financial wellness looks different for everyone.

It’s not about having everything perfectly figured out. It’s about knowing where you stand and having a plan for where you want to go.

08/24/2026

Meet Chris

As a founding partner of Precision Private Wealth, Chris brings more than 20 years of experience in the financial services industry. He began his career with Equitable Advisors in 2003 after working at FleetBoston Financial, where he contributed to the development of tools used to analyze business performance. Chris works with individuals, families, and business owners on financial planning strategies, including retirement, investment, business continuity, risk management, college funding, and estate planning.

In 2023, Chris helped establish Precision Private Wealth, a collaborative alliance of financial professionals in New England. Through this partnership, he works alongside fellow professionals to support the planning needs of clients and their families.

Chris earned a bachelor's degree in Finance from Villanova University and later completed both a Master of Science in Financial Planning and an MBA from Bentley University. He holds the CFP® certification, as well as FINRA Series 7 and Series 66 registrations and Life, Accident & Health licenses.

Outside of work, Chris enjoys spending time outdoors, particularly coaching softball and boating. He and his wife live in Bourne, Massachusetts, with their three daughters. He also enjoys spending time with his family on Martha's Vineyard and has served as a foster parent for newborn babies.

08/20/2026

Many people think education planning begins and ends with saving for college, but there are many resources that may help families manage education costs.

Scholarships, grants, financial aid, work-study programs, employer tuition assistance, and personal savings can all play a role. Every family's situation is different, which is why understanding the available options is so important.

Planning isn't about finding one perfect solution—it's about finding the approach that works best for your goals.

08/14/2026

Financial Awareness Day is a reminder that making informed decisions starts with understanding your options.

When it comes to education, those options may include savings plans, scholarships, grants, employer tuition assistance, tax benefits, and financial aid. Taking the time to learn about the resources available can help families make confident decisions for the future.

Financial planning isn't about knowing everything—it's about knowing where to begin.

A little knowledge today can help prepare you for tomorrow.

08/06/2026

As backpacks are packed and classrooms fill up, many families are focused on the start of a new school year. It's also a great reminder to think ahead about future education expenses.

Whether you're saving for a young child, helping a high school student prepare for college, or supporting a grandchild's education, having a plan in place can make a meaningful difference over time.

Education planning isn't about having all the answers today—it's about taking small steps toward tomorrow's goals.

What financial goals are you thinking about as this school year begins?

07/30/2026

Many families eventually find themselves helping aging parents navigate healthcare, finances, or long-term planning.

These conversations aren't always easy—but having them sooner rather than later can make a meaningful difference.

Topics worth discussing include:

• Healthcare wishes
• Powers of attorney
• Estate planning documents
• Long-term care preferences
• Financial organization

Planning ahead doesn't eliminate uncertainty, but it can help reduce stress when important decisions need to be made.

Have you had these conversations with your family yet, or is it something you've been meaning to do?

07/22/2026

Retirement isn't just about reaching a certain age—it's about preparing for the lifestyle you want to enjoy.

A thoughtful retirement plan often includes questions like:

✓ Where will your income come from?
✓ When should you begin Social Security?
✓ How will healthcare fit into your budget?
✓ Is your investment strategy aligned with retirement?
✓ What do you want your retirement years to look like?

Retirement planning isn't about predicting the future. It's about preparing for it with confidence.

When you picture retirement, what's the first thing that comes to mind?

We'd love to hear your thoughts.

07/16/2026

Starting a new job? Congratulations!

A new position often comes with more than a new title—it may also bring important financial decisions.

As you settle into your new role, it's worth taking a few minutes to review:

✔️ Your retirement plan and employer match
✔️ Health, life, and disability insurance options
✔️ Beneficiary designations
✔️ Your emergency savings
✔️ Whether your financial goals have changed

The choices you make during your first few weeks can have a lasting impact on your financial future.

What's one piece of financial advice you wish someone had shared when you started a new job?

Share your thoughts in the comments.

07/07/2026

Planning a move this summer? A new address often brings new financial decisions—from cash flow and insurance to taxes and home equity. Taking a few minutes to review your plan now can help you stay on track with your long-term goals.
What financial consideration surprised you most when you bought or sold a home? Share your experience in the comments.

07/04/2026

This Independence Day, we celebrate the freedoms and opportunities that allow us to pursue our goals, support our families, and build the futures we envision.

We are grateful for the trust our clients place in us and wish everyone a safe, happy, and memorable Fourth of July.

Happy Independence Day from all of us at Precision Private Wealth.

Address

Wellesley, MA

Telephone

+17812378227

Website

http://www.precisionpw.com/

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