Precision Wealth Partners

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. 🤝

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.