A unified advisory built for operators and families
Founded as Precision Management Group, we have grown into Precision Advisor Group — a single platform aligning Tax Advisory, CFO & Accounting, Wealth Management, and Business Advisory & M&A. Our mission is to help founders, operators, and high‑net‑worth families make confident decisions through proactive, compliance‑ready advice.
Firm Overview
We serve organizations from $200K to $500M in revenue across the U.S., offering coordinated expertise across tax, finance, wealth, and transactions. Our teams operate with a "no surprises" ethos — thoughtful planning, structured execution, and clear reporting at every step.
- Four integrated divisions with dedicated specialists
- Compliance‑first, strategy‑forward approach
- Transparent pricing and executive‑level communication
Dr. Patience Jackson Rose
MBA · MS Accounting · MS Instructional Design · Doctorate in Strategic Leadership
Managing Partner, Estate, Tax & Business Advisory · CEO, RED Worldwide, Inc.
Dr. Patience Jackson Rose is a multidisciplinary entrepreneur, financial strategist, and educator whose career spans the intersection of business advisory, tax strategy, wealth building, and leadership development. As the founder and Managing Partner of Precision Advisor Group and CEO of RED Worldwide, Inc., she has built a reputation for transforming complex financial concepts into clear, actionable strategies that generate measurable results.
With a Doctorate in Strategic Leadership, an MBA from the University of Texas at Arlington, an MS in Accounting, an MS in Instructional Design, and more than 17 professional certifications — including credentials as a Certified Banking Partner — Dr. Rose brings an unparalleled depth of expertise to every client engagement. She is also a Doctor of Natural Medicine and a PhD candidate in Natural Health Science and Quantum Medicine, reflecting her commitment to holistic, whole-person leadership. She often says, "I went to school so my clients don't have to."
Dr. Rose is the architect of the Living Business Plan — a dynamic strategic framework that helps founders maximize enterprise value, scale with purpose, and build businesses that are exit-ready or legacy-ready at any stage. Her proprietary Backwards Business Planning methodology gives clients a clear picture of where they are headed before charting the path to get there.
A recognized thought leader and public speaker, Dr. Rose has been featured at GrowCon (Universal Accounting School) 2025 and 2026, where she delivered sessions on building a lasting legacy in the accounting and advisory industry. She is a multi-language author, having published works in English, Spanish, and Portuguese on leadership, entrepreneurship, and health.
Beyond Precision Advisor Group, Dr. Rose leads RED Worldwide, Inc. — a multinational organization and non-profit founded in 2017 dedicated to empowering underserved entrepreneurs through its subsidiaries: Abiding Health Systems, Coaching Central, RED Development Institute, and RED Ink Publishing. Her work is aligned with the United Nations Sustainable Development Goals, championing equity, education, and economic empowerment on a global scale.
Why Precision Advisor Group?
Dr. Rose founded Precision Advisor Group on a singular conviction: high-caliber financial strategy should not be reserved for the ultra-wealthy. After years of quietly helping organizations and individuals build wealth behind the scenes, she created a firm purpose-built to give service-based entrepreneurs and high-net-worth families access to the same sophisticated advisory resources available to Fortune 500 companies.
For Dr. Rose, finance and strategy are not just numbers on a spreadsheet — they are the foundation of freedom, legacy, and security. Precision Advisor Group exists to give founders real clarity, real confidence, and real control over their financial future.
Precision Advisor Group Encompasses
- Precision Tax Advantage
- Precision Tax Advisors
- Precision Financial
- Precision Investment Strategies, LLC
Values
Proactive by design
We anticipate — planning ahead to minimize risk and capture opportunity.
Clarity in communication
Executive‑ready reporting and plain‑language explanations.
Compliance‑ready
Built for audits, diligence, and regulatory standards.