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Presilium Private Wealth
Financial Planning Foundations

Presilium Private Wealth – Wine Tasting with Vin-Decision’s Brandon Borcoman

This is a recap of a Presilium Private Wealth client event: a guided wine tasting led by Brandon Borcoman of Vin-Decision. Lifestyle events like this are part of how Presilium builds community and relationships with clients beyond planning meetings.

Jerry Davidse

This is a recap of a Presilium Private Wealth client event: a guided wine tasting led by Brandon Borcoman of Vin-Decision. Lifestyle events like this are part of how Presilium builds community and relationships with clients beyond planning meetings.

Key takeaways

  • This was a Presilium client appreciation wine tasting event.
  • The tasting was led by Brandon Borcoman of Vin-Decision.
  • Presilium hosts lifestyle events to strengthen client relationships.
  • The post is an event recap, not financial guidance.

Written by

Jerry Davidse

Chief Executive Officer · CFP®

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