Investing With A Purpose.

It's All In The Design.

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Can Your Financial Life Plan Be Done Better?

The answer is yes. Plan, invest and live your life with a purpose.

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The team at Precision Wealth Strategies not only focuses on liquidity management, employee benefits and 401K for business owners, but our integrated approach to consulting ensures you and your employees are set up for future financial success. 

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Our team provides financial advising and planning for group retirement plans, exit planning and business continuation. Offering services in tax planning and financial efficiency, you won’t have to worry about whether or not you could be doing more for your employees. 

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Our team offers expertise in cash flow plans, retirement, education and insurance. With next-generation investing and emergency accounts, the team at Precision Wealth Strategies works to make sure your loved ones are protected through strategic investments and planning! 
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Precision Wealth Strategies can assist you with personal financial advising for retirement, wealth planning, tax reduction strategies and more! With our customized financial plan, we can ensure our expert team will help you create objectives personalized to your life and future goals. 
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By Trevor O'Connor July 20, 2025
Precision Wealth Strategies Welcomes Chris Battreall, CFP® as New Partner & Advisor [Charleston, SC] — [7/1/2025] — Precision Wealth Strategies, LLC is proud to announce the addition of Chris Battreall, CFP® as a new Partner & Advisor. With over 25 years of industry experience, Chris brings a proven track record, deep client relationships, and specialized expertise in that will further strengthen the firm’s capabilities and client offerings. Chris' arrival also marks a strategic expansion of Precision Wealth Strategies’ presence in Charleston, where he now calls home. “We are thrilled to welcome Chris to the firm, this has been 20+ years of friendship in the making,” said Darin Robinson CEO & Managing Partner of PWS “Some people light a path ahead; others walk beside you every step of the way. I'm lucky, my best friend has done both. Chris's belief in me helped me take the leap into this business, and today, I'm proud to welcome Chris not just as my inspiration, but as my teammate. Chris has built a reputable business working with clients who have become like family to him whom we now get to welcome to our Precision Family as well.” “This is more than a personnel addition—it's a growth milestone,” added Trevor O’Connor, COO & Partner of PWS. “Chris’ experience and leadership in Personal Financial Planning and Retirement planning for High-Net-Worth families – specifically for retired/retiring C-Suite Executives and Highly Compensated Employees (HCE’s) brings an entirely new dimension to our firm and enhances the value we provide to clients.” Over his career, Chris has built a strong reputation for helping high-net-worth families navigate complex employment/retirement structures, estate planning/wealth transfer, and general financial planning needs. His dedication to excellence, integrity, and long-term client relationships aligns closely with PWS’ mission and values. “Joining Precision Wealth Strategies is an exciting next step for me and for my clients,” said Chris Battreall. “The firm’s collaborative culture and focus on client success align perfectly with how I’ve always worked. I’m excited to bring my expertise to the team while continuing to support and grow client relationships, especially in Charleston.” Chris' clients will now benefit from the broader resources of PWS, including access to an in-house Investment Team that oversees/manages asset classes that clients may not have had full access to previously, including but not limited to, proprietary public equity strategies, structured notes, private credit, private real estate and private equity - while maintaining the trusted relationship and personalized service they have come to expect.
By Darin Robinson August 5, 2021
Wait . . . Inflation – what is that? “For a piece of information to be desirable, it has to satisfy two criteria: it has to be important, and it has to be knowable.” – Warren Buffett

Q3

Are You Planning for Quarter 3?

Action Items to Address in July, August, September
  • Is everyone on the same page for the strategic plan?
  • What specific tactics need to be scheduled?
  • Have recent events caused the need for changes in your financial plan? 
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Precision Wealth Events

Find An Event Near You

Serving clients across the nation, Darin travels frequently to see clients in the following areas: Charleston, SC; Lafeyette, LA; St. Louis, MO; Lake of the Ozarks, MO; Jefferson City, MO; Columbia, MO; Dallas, TX; Austin, TX; Scottsdale, AZ; Naples, FL; and Miami, FL. 


Our team works to connect current and prospective clients through special events and memorable experiences. Whether you attend a happy hour or dinner, our team wants you to have the opportunity to connect with other clients in your area. View our calendar and subscribe to our mailing list to learn about future events. Begin connecting with others and don’t forget to RSVP, so you can be placed on the guest list! 

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