Brandon Eigenberg, Precision Private Wealth

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Brandon Eigenberg, Precision Private Wealth

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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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10/13/2026

Partner Spotlight: Tim Weaton

Since beginning his career in financial services in 2006, Tim Weaton has focused on helping clients navigate important financial decisions and retirement planning opportunities. He specializes in employer-sponsored retirement plans and has worked with a broad range of clients, including individuals, business owners, public school employees, municipalities, and nonprofit organizations. Throughout his career, Tim has built strong client relationships through his approachable style, industry experience, and commitment to helping people make informed decisions.

Tim earned his degree in Finance and Accounting from Boston College and has been recognized throughout his career for his dedication to serving clients.

Outside of work, Tim enjoys spending time with his wife, Kayla, and their two children. He's an avid golfer and softball player, a fan of the Boston College Eagles, New York Mets, and New York Giants, and enjoys going to rock concerts, especially if Metallica is on the bill.

Tim's experience, relationship-focused approach, and dedication to his clients make him a valued member of the Precision Private Wealth team.

10/01/2026

As the leaves begin to change, it's a good reminder to take a fresh look at your financial picture before year-end.

Fall is often a season of preparation, and your finances are no exception.

Before December 31, consider reviewing:

• Retirement plan contributions
• Charitable giving goals
• Capital gains and losses
• Required minimum distributions (RMDs), if applicable
• Any major life or financial changes from this year

Taking a proactive approach now may help you identify planning opportunities and avoid last-minute decisions later in the year.

Have questions about how year-end planning fits into your overall financial strategy? Let's connect. We can work alongside your tax professional to help ensure your plan remains aligned with your goals.

09/24/2026

Partner Spotlight: Matt Waterhouse, CFP®

Matt began his career in financial services in 2017, initially working with municipal employees—including teachers, firefighters, and police officers—to help them navigate retirement planning.

Today, as a Partner at Precision Private Wealth, Matt works with individuals and families across a variety of industries, with a particular focus on those thinking about their financial future across generations.

His approach considers the many pieces of a client’s financial life, from retirement and investments to education funding, and risk management.

A proud Boston College graduate with a degree in Economics, Matt also holds the CERTIFIED FINANCIAL PLANNER™ designation.

Outside the office, Matt enjoys working out, traveling, cooking, and trying new foods. He’s also a devoted Patriots and Celtics fan—and a huge dog person.

We’re proud to spotlight Matt and the thoughtful, comprehensive perspective he brings to Precision Private Wealth.

09/16/2026

Financial stress isn’t always about money. Sometimes, it’s about the unknown.

Am I on track? Am I prepared? Is there something I should be doing differently?

Financial wellness starts with understanding where you stand. A little more clarity can go a long way toward feeling more confident about what comes next.

09/09/2026

Meet Mike

As a Founding Partner of Precision Private Wealth, Mike brings more than 23 years of financial services experience and a strong commitment to helping clients align their financial resources with what matters most to them.

Throughout his career, Mike has held roles with Equitable Advisors, John Hancock, and American Funds. His experience and passion for the markets have helped him build extensive knowledge in portfolio construction, risk management, and retirement income planning.

A graduate of the University of Richmond and a member of the Maine CFA Society, Mike is also passionate about helping at-risk children gain access to quality education through education and mentorship.

Outside the office, Mike is a proud softball dad who also enjoys getting on the field himself. He loves traveling with his family, and Italy holds the top spot as his favorite destination.

We’re proud to spotlight Mike and the experience, perspective, and personality he brings to Precision Private Wealth.

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?

Address

Wellesley, MA

Telephone

+17812378227

Website

http://www.precisionpw.com/

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