Precision Financial Services

Precision Financial Services

Founded in 2008 and headquartered in Mine Hill, New Jersey, Precision Financial Services operates as a registered investment advisor. The firm structures itself to provide what it terms a family office experience alongside more traditional wealth management, financial planning, and retirement services. Its disclosed locations include a New York City office and a Colorado office, suggesting a geographic footprint concentrated in the Northeast and Mountain West. Precision Financial Services’ service model spans financial planning, portfolio management, executive and corporate planning, retirement planning, and risk management. The firm’s website makes no public mention of specific portfolio companies, fund commitments, or co-investments. It emphasizes a process-driven approach rather than a specific investment-stage or asset-class concentration. The client base includes individuals, business entities, and other organizations. The firm does not publicly disclose assets under management, team size, or named principals. Its website lists a team section but provides no individual biographies or headcount. Adjacent vehicles, philanthropic structures, or peer networks are not mentioned in the available source material. Precision Financial Services’ structural differentiator is its explicit marketing as a family office within a registered investment advisor wrapper — an attempt to offer the holistic coordination of a single-family office to a broader, less defined client base. The absence of disclosed AUM, named investment professionals, or specific portfolio holdings makes independent assessment of its scale and investment posture challenging.