Wealth management built around your life.

“I would highly recommend Presilium and especially Brook, We love them, enjoy all aspects of their business, and we have put our financial trust in this team. We have referred several family members to them and they also have continued to put their trust, and hard earned money with this company. 5 star!!!”

“My wife and I have had an excellent experience working with Presilium. From the very beginning, they took the time to truly understand our goals, concerns, and long-term plans, which immediately made us feel comfortable entrusting them with our finances.The team has treated us like family. They are always approachable, patient, and willing to explain everything clearly, ensuring we feel confident in every decision. There’s never any pressure, just honest guidance and a genuine commitment to our best interests.Their professionalism, combined with their personal touch, has given us a strong sense of trust and peace of mind. We know our financial future is in capable hands, and that means everything.We highly recommend them to anyone looking for a firm that truly cares about its clients.”

“My wife and I have had the pleasure of working with the Presilium team since the founding of the company. Their outstanding service and individual attention given to each client is amazing. Their planning for our family has been wonderful as has the growth that we have experienced. It is without reservation that I recommend Presilium to friends and family.”

“I have been a client of Presilium Private Wealth from the beginning. I followed/stayed with Jerry Davidson from the two prior "big name" account management companies he was with because he was an excellent communicator. When Jerry, Brook and the team they assembled invited me to join them I jumped at the chance. I even asked my parents to join Presilium, and they were also satisfied.I have benefits from their expertise. I don't get nervous when the stockmarket fluctuates because I understand why they stick to the account rebalancing based on the market ups and downs.They have provided educational communication in the short podcasts. During the quarterly status meetings the reports are covered and explained clearly.I have enjoyed the fun, value-added, programs such as wine, chocolate and coffee tasting, internet safety presentations and the occasional book relatated to a personal area of interest. If I lived closer I might have participated in some in-person events.Presiluim responds promptly to questions for upcoming decisions (which would be better for my bottom line - making a withdrawl and pay taxes or pay interest on a bank loan, for example), communicates with my tax preparer and more.Every team member at Presilium is high quality. They cover for each other when necessary, but have specific roles and responsibilities that are executed smoothly. I highly trust and recommend this wealth management team.”

“I was referred to Presilium Private Wealth by a colleague for retirement planning, and I’m really glad I connected with them. The team is easy to work with — they explain things in a way that actually makes sense. Trust is the biggest thing for me, and they’ve definitely earned it. Their guidance always feels genuine and in my best interest, and I feel good about my future.”

“We’ve been working with Brook for years now and couldn’t be happier. Highly recommend!”

“Everyone at Presilium has been great to work with. Their strategies are smart, efficient and perform well. My whole family has enjoyed their virtual events such as chocolate tasting, wine tasting, Irish whiskey tasting which are carefully crafted and well planned. We have recommended Jerry and Brook to family members who have all been equally as happy, and we will continue to do so! Keep up the great work!!”

“Excellent attention to details, questions and concerns. Impeccable service.”

“Their investment philosophy is without peer.”

“Jerry and his team have been our Financial Advisors for 15+ years. As they have grown through the years, they have maintained their high standards of integrity, transparency, and trust. Jerry is an outstanding dedicated professional and his personal life mirrors that same passion and excellence.”

“Brook and Jerry and everyone at Presilium are great - so incredibly helpful and responsive and good at what they do. They are a joy to work with.”

“We have been working with Brook and his team at Presidium for years and they are exceptional with explaining investment strategy and goals while being very responsive and available to answer any questions or requests we might have. We would not hesitate to recommend them.”

“I am about stock trading and could not understand what an ETF is. Cullen drew me pictures. He clearly and patiently explained how it works . This is a special gift. I am grateful to Cullen.”

“If we could give more than 5 Stars we would -- Working with Brook Hart and the Presilium Wealth Management team has been an exceptional experience. They exemplify what true wealth management should be: personalized, proactive, and anchored in expertise. We feel incredibly fortunate to have found such a trusted partner guiding us toward our financial goals.From the very beginning, Brook has provided a level of service that feels personal and family-like, ensuring that every interaction is grounded in trust and genuine care for us and for our financial well-being.What sets Brook and Presilium apart is a deep understanding of our goals and our evolving needs. As our circumstances and goals have changed over time, Brook has provided advice, and consistently adapted strategies to align with those shifts, demonstrating flexibility without compromising on long-term objectives.Brook's proactive approach has been invaluable, particularly in today's volatile market environment. Rather than reacting to uncertainty, Brook anticipates challenges and opportunities, positioning us to grow and protect our investments even when conditions are unpredictable.Underlying all of this is a concrete plan that we created together, which is supported by a data-driven methodology. Brook combines rigorous analysis with practical insights, ensuring that decisions are not only strategic but also grounded in evidence. This disciplined approach gives us the utmost confidence that we can sustain and potentially surpass our mid- and long-term financial goals, even in the most turbulent of market conditions.Thank you, Brook and the whole Presilium Team!”

“As a young and growing family, finding the right financial advisor was crucial for us. Working with Brook and the entire Presilium team has exceeded our expectations in every way.What sets Presilium apart is their unwavering professionalism and responsiveness. Every question we have is answered promptly, and the team's communication is outstanding. They've given us a level of confidence in our financial future that we simply haven't found elsewhere.Even though we're based in Florida and work with the team remotely, the experience has been seamless. The distance hasn't been a barrier at all..in fact, their virtual communication and accessibility make it feel like they're right here with us.We couldn't recommend Brook and the Presilium team more highly. If you're looking for financial guidance you can truly trust, this is the team to work with.”

“I've been with the team at Presilium for 15+ years, even before they were Presilium! Jerry, Brook & team made investing easy for me in my early years & have helped me grow my wealth beyond my wildest dreams. They inspired me to meet my investments goals much sooner than I could have ever dreamed & I live the life I always fantasized of having by 50 at 30 years young! I wouldn't be where I am at today without the help of everyone at Presilium, especially Jerry & Brook.”

“For me, finding the right financial advisor team all comes down to trust, and this is exactly why I've been with Presilium for years now. I thoroughly enjoy working with the entire team in this group - in addition to having my trust, they are extremely professional and reliable. I would highly recommend Presilium to anyone considering a partner they want to trust.”

“I have worked with Presilium for over 13 years. At the start, they provided me with a comprehensive analysis of my financials that included a clear retirement roadmap. The analysis was not only eye-opening but provided me with the confidence to move forward with my decision to retire. I am impressed with their dedication as well as their thoughtfulness, and warm family-centric approach. The team at Presilium continues to provide sound expert financial advice and education through various social media platforms. I highly recommend Presilium to anyone planning for retirement or in search of a knowledgeable and trustworthy financial advisor. Julio G.”

“The Presilium team has helped us reach some short terms goals while also creating a rock solid pathway to our future. What sets them apart is the personal genuine touch. They truly care about you and make you feel like family, not clients.”

“We are very glad we now have the Presilium Private Wealth team helping us with our financial planning, money management, and much more. Jerry Davidse and his entire team treat us like family, like we are the most important clients they have. And we know other clients feel this way too because Presilium was recommended to us by other family members who said they felt that Jerry and his team had become like trusted members of their families!We had always done our own money management, investing, and retirement planning. But we were missing opportunities. And what we were really missing was the peace of mind that we finally got with professionals who remained focused every day on keeping us and our financial future secure as we approach retirement.I feel much more confident now that the financial resources we have built and saved over decades of working will last us through our retirement years.We now have trusted professional people that we feel are like comfortable friends whom we can turn to for advice when we have financial, insurance, tax, and other questions.The Presilium team always answers their phones, follow-up with emails, make scheduling appointments very simple, provide us with easy to understand periodic reports, and make sure we are doing all of the things we need to do on our end while they take care of the day-to-day portfolio and investment management.Jerry and his team are extraordinary. And kind! We are very grateful they were recommended to us.”

“My family and I have been working with Brook and the Presilium team for over a year now. We cannot say enough good things about them! They have been attentive to our current needs while helping us plan for the future, all with a personal and family-oriented feel. I highly recommend them to anyone I can!”

“I have always received top notch service at Presilium! The team responds quickly to any questions, needs or requests on my part. My extended family has now joined Presilium and feel we are part of their family!”

“I've been working with Brook and the team for several years now and I've felt like I'm in great hands the entire time. I recommend Presillium for their dedication, skill, and thoughtfulness. Couldn't ask for better.”

“We've had a great experience working with Brook Hart and the rest of the team at Presilium. Their accessibility and collegiality make for a trusted and collaborative relationship. The weekly videos are very informative and prompt understanding and questions. In the rare instance where they don't have an answer to one of our questions, they do the research to find it. The quarterly check-ins are engaging and reassure us that our financial goals are front and center and also achievable. Finally, the occasional virtual special events (including chocolate, coffee, wine, and whiskey tastings) are a lovely complimentary treat. Overall, we'd be hard pressed to think of a more positive relationship with a financial advisor.”

“Our family has entrusted Presilium Private Wealth with our financial management, and the experience has been outstanding. Even in today's volatile market, our investments continue to grow, and we feel confident knowing the team is prepared to guide us through any downturns. Beyond strong portfolio performance, their customer service is exceptional—the team takes the time to understand our goals, provides thoughtful attention to detail, and always makes us feel supported. If you're seeking trusted, high-quality wealth management, I highly recommend the Presilium Group.”

“we are so beyond pleased and relieved to ultimately have landed with Presilium Private Wealth. Brian, our financial planner, has helped us develop a financial plan for our family and specify our goals for the future. He has so much patience and intelligence. Overall, we are so grateful for his knowledge, careful attention, and skillful communication. The whole team is warm and personable and they respond to emails and calls promptly. we love working with them :)”

“Exceptional Financial Planning Services!I've had an outstanding experience working with Presilium. From our first consultation, their team has been incredibly knowledgeable, transparent, and genuinely invested in helping me achieve my financial goals. They took the time to understand my unique situation and created a personalized plan that gave me clarity and confidence in my financial future.”

“The people at Presilium genuinely care about you and your family. They check in regularly and always ask what I'm interested in learning more about or ways to help me reach my savings goals. I truely feel that I'm in the best hands with this team.”

“Presilium Private Wealth came highly recommended to us by my sister-in-law. We moved our portfolio over and quite honestly it was the best decision that we could have made. Brook Hart's experience, knowledge and financial strategy made all the difference. Since investing with Presilium our account has done extremely well. Brook and the entire staff at Presilium are thoughtful, kind, patient and their service is exceptional. Their personal touch and attention to detail is what separates them from the rest. If you are looking to grow your portfolio this is the place to go!”

“Brook, Jerry, and the whole team are the real deal! They're kind, thoughtful, and truly excellent at what they do. They take the time to understand your goals, explain things clearly, and always put your best interest first. Trustworthy, smart, and genuinely caring—what more could you ask for?”

“From the moment I engaged with the Presilium team, it was clear that their approach is client-centric. They are dedicated to understanding my unique financial goals and circumstances. They didn't just offer generic advice; instead, they took the time to listen, ask thoughtful questions, and tailor strategies that genuinely align with my aspirations.I've always received prompt responses to my inquiries, and they consistently keep me informed about the progress of my portfolio and any relevant market changes. This proactive communication provides immense peace of mind and reinforces my confidence in their expertise.I highly recommend them to anyone seeking a financial advisor who offers both professional excellence and a truly personalized touch.”

“The team at Presilium is extremely knowledgeable and top notch! I highly recommend them for your wealth management and financial needs. They have a knack of breaking down complicated market changes and the many strategy options I have in a way that I can understand.They are always willing to take as much time as needed with me on both regularly scheduled, and ad hoc meetings to review my plan and answer my questions.I've been with other organizations over the years but no one has provided me the friendly and professional level of service that I have with Brook, Jerry, Brian and team. Exceptional!”

“If a broker / advisor with an extremely personal touch, and a personal interest in providing wealth growth and management is something you need, then Brook Hart and his team at Presilum is the right fit for you. They are always available to provide trusted advise and direction. His team has a very open communication policy . Brook KNOWS us, he knows our children, heck he knows the names of our pets!! Talk about personal touch! My family could not be more happy with both our people at Presilium and the growth of our capital. They helped us manage our monies the right way to get all three kids through college and grad school.. They are starting out in the workforce owing NOTHING. Love you, Brook!”

“I truly feel like a member of the Presilium family. In the past, I've had other companies manage my portfolio, but my advisors rarely communicated with me, and as a beginner, I struggled to understand what was happening with my investments. Brook, however, consistently reaches out and reviews my plan in a way that is easy for me to grasp. With my retirement approaching, I am incredibly grateful for Brook's guidance and support as I navigate this process. It feels wonderful to feel and be valued and to know I'm in good hands as I step into this next chapter of my life.”

“You could not ask for a more proactive, smart and professional financial management company. The attention to detail, care and knowledge that Presilium Private Wealth applies to financial plans has been the best and most successful for me by far.”

“The Team at Presilium Private Wealth is one of the best to help with wealth management. They are amazing partners to help with personal and business support. I highly recommend speaking with their team about your personal situation and financial goals.”

“very professional, friendly, and knowledgeable of us and our needs”

“I managed my own money for 35+ years. I was very adept at accumulating and investing it. But when I neared retirement, I became emotional about my portfolio. That's when I knew I needed a financial advisor. I knew a lot about Presilium and I knew their strategy works. I'm comfortable and confident in my retirement and I can avail myself of all their ancillary services.”

“We were managing multiple old pension and 401K accounts from various previous employees but without a definitive retirement plan or strategy. Jerry and his team were recommended by a trusted mutual friend, so we connected. Now we have a plan - and a date! Presilium not only manage our retirement strategy but also address any other financial, tax, will, and investment questions we have. Very pleased with the level of service and commitment from the team; the quarterly reviews of our plan with Brook are key for us to see we are on track to meet our goals, and retirement date. (Not to mention all the client events they arrange.)We frequently recommend Presilium to friends and work colleagues, and our teenage children have already started their journey with Presilium.”

“Presidium cares about helping us achieve our financial goals to support our retirement mission. They are out-front in assessing market conditions and are responsive in addressing our questions and concerns.”

“We highly recommend the Presilium Private Wealth team to support your retirement planning and financial success. They really know how to run their business with the highest of standards and expectations. They keep us informed on how to manage the ups and downs of the market and how to best navigate our investments. We enjoy their weekly YouTube videos on the hot topics in finances to keep us informed. They're a POWER team and you can tell that they love what they do! They truly are a thoughtful, caring, smart and savvy team and we're so happy to have them support our goals. We hope to take advantage of their skills even more as we get closer to retirement.”

“Highly recommend Presilium Private Wealth for your financial planning needs. Very high level of customer service and engagement. Routine check-ins to review your portfolio and manage your plans. After using other financial planners who you never hear from once you are "signed up", I'm very happy to work with Presilium. They are always more than willing to help or answer questions. Whether you are novice or seasoned in investing and money management, Presilium will help you maximize your portfolio.”