Presilium Private Wealth
Schedule
Topic

Financial Planning Foundations

The top-of-funnel pillar: what financial planning is and why everyone needs a plan, the family balance sheet, how much to save, emergency and rainy-day cash, consistency, cybersecurity and personal security, and how Presilium adds value. The conceptual parent that internal-links down into every specialist cluster and absorbs foundational episodes that fit no sharper topic.

Schedule a Conversation
How we helpWealth PlanningOur Approach
58 pieces

Everything on financial planning foundations

Video

The Big Question #20: Where do you add the most value?

In this Big Question episode, Presilium answers where a financial advisor adds the most value. Beyond picking investments, the firm points to comprehensive planning, behavioral coaching during volatility, tax-aware decisions, and coordinating the many moving parts of a family's financial life over time.

Learn more

Video

The Big Question #19: How much cash should I maintain in my emergency or rainy-day fund?

In this Big Question episode, Presilium answers how much cash to keep in an emergency or rainy-day fund. The general guidance centers on covering several months of essential expenses, adjusted for income stability, fixed costs, and personal comfort, so cash is available without holding so much that it drags on long-term growth.

Learn more

Video

The Big Question #18: How Should I Invest?

In this Big Question episode, Presilium answers how to invest by starting with your goals, time horizon, and risk tolerance rather than chasing hot picks. It outlines a disciplined, diversified, long-term approach built on owning quality businesses and staying invested through market cycles.

Learn more

Events

Virtual Chocolate Tasting

Presilium hosted a one-hour virtual chocolate tasting led by an expert chocolate sommelier, featuring six unique chocolates including contrasting dark bars and a creamy milk selection. This is a client appreciation event listing rather than an educational financial topic.

Learn more

Video

Financial Planning Fridays #114: Cybersecurity

With U.S. cybercrime complaints exceeding 880,000 and losses topping $12.5 billion in a year, this Presilium video explains why protecting your finances has never been more important. It shares practical steps to limit exposure and guard accounts and personal information against increasingly AI-powered fraud.

Learn more

Video

Financial Planning Fridays #111: The Top 3 Ways We Can Help

Many families who came to Presilium felt off-track until they addressed three things: they lacked a written financial plan, were missing tax-saving opportunities, and had no disciplined investment strategy. Building a plan, coordinating taxes, and investing consistently were the highest-impact improvements.

Learn more

Video

Building Value #3: Determining Your Wealth Gap

Episode 3 of Building Value explains the wealth gap: the difference between the assets you have today and the amount you'll need from your business sale to fund the life you want after exit. Quantifying this gap early shows how much value you still need to build before selling.

Learn more

Events

Wine Tasting: “In Vino Veritas: An Italian Wine Journey.”

Presilium hosted a virtual client wine tasting, 'In Vino Veritas: An Italian Wine Journey,' on November 7th from 6-7pm EST with Brandon Borcoman of Vin-Decision, exploring Italy's diverse wine landscape from volcanic soils to coastal rivieras.

Learn more

Events

Wine Tasting: “Spain: The New Frontier.”

Presilium hosted a virtual client wine tasting, 'Spain: The New Frontier,' on October 17th from 6-7pm EST with Brandon Borcoman of Vin-Decision, exploring how Spain has evolved from Old World tradition to a source of new and exciting wines.

Learn more

Video

The Big Question #16: What if we…?

This Big Question episode explores how thoughtful financial planning prepares families for life's 'what if' scenarios, so that unexpected events are met with a plan already in place rather than reactive decisions.

Learn more

Video

Tips and Tricks for Today and Tomorrow: Episode 7 – Finance Tips for Young Parents

This episode shares foundational financial tips for young parents, covering priorities like building emergency savings, securing appropriate insurance, and starting early on long-term goals such as education funding so a growing family is on solid financial footing.

Learn more

Events

Run/Walk For A Great Cause with Presilium!

Presilium Private Wealth sponsored the Main Line Chamber Foundation's 27th Annual Main Line Run/Walk in Wayne, PA on September 8th, supporting local volunteer firefighters and EMTs along a route down Lancaster Avenue through the heart of the Main Line.

Learn more

Video

Financial Planning Fridays #100: 100 Episodes Strong!

This milestone episode celebrates 100 editions of Financial Planning Fridays, the weekly video series Presilium launched nearly two years earlier to stay connected with every client and share short, consistent financial planning insights they can watch or listen to anytime.

Learn more

Video

The Big Question #13: What is the Presilium Difference?

This video explains what distinguishes Presilium Private Wealth: a fiduciary, planning-first relationship rather than product sales. The firm combines investment management with comprehensive financial, tax, and estate planning, putting client interests first and coordinating every part of a household's financial life under one roof.

Learn more

Video

The Big Question #12: How Much Should I Be Saving?

This episode answers a common question: how much should I be saving? Rather than a single magic number, it explains that the right savings rate depends on your income, goals, and timeline, and that consistent saving, started early and tied to a written plan, is what builds long-term financial security.

Learn more

Video

Tips and Tricks for Today and Tomorrow: Episode 4 – The Value of Starting Early

This episode shows the value of starting to invest early, demonstrating how compounding rewards time more than the amount contributed. A saver who begins earlier can end up ahead of one who starts later but contributes more, because each early dollar has more years to grow.

Learn more

Events

Virtual Wine Tasting: “The Judgment of Paris”

Presilium Private Wealth hosted a guided virtual wine and cheese tasting themed on the 1976 Judgment of Paris, the historic blind tasting where California wines bested French rivals. This was a past client appreciation event combining wine and cheese pairings for clients and their families.

Learn more

Past Event

Virtual Wine Tasting: “The Art of Cheese and Wine”

Presilium Private Wealth hosted a guided virtual wine and cheese tasting led by Brandon Borcoman of Vin-Decision, pairing a French white with a grass-fed Appalachian cheese and an Italian red with a heavier cheese. This was a past client appreciation event for clients and their families.

Learn more

Video

The Big Question #9: What’s Your Minimum?

This Big Question episode addresses a common prospective-client concern: account minimums. It explains how investment minimums typically work at wealth management firms and how Presilium thinks about fit and the value a planning relationship provides, helping prospects understand whether the firm is right for them.

Learn more

Video

Tips and Tricks for Today and Tomorrow: Episode 3 – How to Find Tax Documents on Fidelity.com

This short tutorial walks Fidelity account holders through locating and downloading their tax documents on Fidelity.com. It shows where year-end tax forms live in the account portal so you can retrieve 1099s and related statements quickly when preparing your return or sharing them with your accountant.

Learn more

Video

Tips and Tricks for Today and Tomorrow: Episode 2 – How to Find Tax Documents in your Presilium Client Vault

This tutorial shows Presilium clients how to find and download tax documents stored in their secure client vault. It walks through where year-end forms are kept so clients can retrieve and share what they need at tax time without delay.

Learn more

Video

Financial Planning Fridays #77: Everyone Needs a Financial Plan

A financial plan acts like a GPS for your money: building wealth without one is harder and produces weaker results. Presilium starts every client relationship with a plan and uses it as the foundation for every subsequent decision, from investing to retirement to estate matters.

Learn more

Events

Cyber and Personal Security – How to Protect Yourself

This past client event featured Gary Rossi, Fidelity's Head of Personal Security Insights and a former FBI undercover operations chief, discussing how to protect your accounts, identity, and family from cyber and personal security threats and the safeguards Presilium and its custodian have in place.

Learn more

Past Event

Virtual Whiskey Tasting!

Presilium hosted its first virtual whiskey tasting, featuring five Irish whiskeys in honor of St. Patrick's Day. A guide from Priority Experiences led attendees through each whiskey's history and tasting notes during this client appreciation event.

Learn more

Video

The Big Question #8: Am I Okay?

This Big Question episode tackles one of the most common worries clients bring: am I okay? It explains how a comprehensive financial plan answers that question with clarity, replacing anxiety with a concrete picture of whether you are on pace to reach your goals.

Learn more

Video

Financial Planning Fridays #72: Our New Client Process

Presilium follows a structured four-step introduction experience for every new individual or family. By the end, clients have two valuable assets: a clear financial plan showing how to reach their goals and an investment portfolio designed around that plan.

Learn more

Past Event

Live Long and Feel Great!

This past client event kicked off a new-year healthy cooking series with Julie Palumbo on the theme of longevity. Attendees explored ways to support a long, healthy life while preparing a vegetable-forward recipe together.

Learn more

Past Event

In Person Valentine’s Day Flower Event!

This past client event was a hands-on Valentine's Day floral arrangement workshop at Valley Forge Flowers. Designers guided attendees through building a heartfelt arrangement combining color, texture, and creativity to celebrate the holiday.

Learn more

Video

Financial Planning Fridays #70: Why We Invest

This episode explains why Presilium invests rather than only saves: investing builds a future bigger than saving alone could reach. Using a long-term example, it shows how compounding over decades dramatically reduces what you must set aside to reach a major goal like $1 million.

Learn more

Video

The Big Question #7: Why Doesn’t Everyone Do It That Way?

This Big Question episode addresses why a planning-first, fiduciary approach isn't the industry norm. It contrasts Presilium's method, starting every relationship with a financial plan, against more product- or sales-driven models common across the wealth management industry.

Learn more

Video

The Big Question #6: Does Presilium Help With That?

This Big Question episode answers a frequent client question, does Presilium help with that?, by outlining the breadth of financial planning needs the firm coordinates beyond investment management, from planning and tax to estate and everyday financial decisions, as a single integrated team.

Learn more

Video

Financial Planning Fridays #64: Supercharge Your Savings

Americans hold more than $17 trillion in traditional bank accounts earning an average of about 0.46%, leaving potential interest on the table. This episode explains how high-yield savings and money market options may help your emergency fund and short-term cash earn meaningfully more, while noting that yields can change and each option carries its own considerations. Past performance does not guarantee future results; this is educational, not investment advice.

Learn more

Video

The Big Question #4: What’s My Number?

What's my number? There is no universal figure for how much you need to retire. This episode explains that your retirement number is driven by your planned spending, income sources, and goals, and is best determined through a personalized financial plan rather than a generic rule of thumb.

Learn more

Video

Financial Planning Fridays #52: Four Keys From a Year of Videos

Marking the one-year anniversary of Financial Planning Fridays, this episode distills the series into four core principles that have helped people make better financial decisions and stay calm through uncertainty, reinforcing the value of a plan, discipline, and a long-term perspective.

Learn more

Video

Financial Planning Fridays #43: Three Key Ways to Grow Your Wealth

Growing wealth over a lifetime, through the inevitable ups and downs of markets and life, comes down to a few fundamentals. This episode covers three key drivers, beginning with having a regularly updated financial plan you fully understand, and the disciplined behaviors that turn that plan into lasting wealth.

Learn more

Video

Financial Planning Fridays #38: A 100-Year Plan

Some Presilium financial plans use hypothetical, multigenerational projections that can illustrate wealth lasting for decades. This episode invites you to consider a 100-year time horizon, which may reframe how you think about investment decisions, withdrawal rates, and how wealth could be positioned to benefit future generations. Projections are illustrative only. Past performance does not guarantee future results; this is educational, not investment advice.

Learn more

Video

Financial Planning Fridays #32: Keys to Reaching Your Goals

Framed around CEO Jerry Davidse teaching financial planning to future leaders in Cambodia, this episode distills the universal keys to reaching your financial goals: saving consistently, investing for the long term, and following a disciplined plan. The principles apply whether you are just starting to save or managing substantial wealth.

Learn more

Insights

Special Client Event: Presilium Coffee Tasting

This is a recap of a Presilium Private Wealth coffee tasting client event, a one-hour class covering three types of coffee, how to brew them, and the science of coffee. It documents the firm's client experience and is a near-duplicate of another coffee tasting post that should be consolidated.

Learn more

Insights

Presilium Private Wealth – The Experience You Deserve

This page introduces the Presilium Private Wealth client experience and the firm's differentiated, relationship-driven approach to financial planning and wealth management. It is a brand and positioning page about how the firm serves clients rather than a specific planning topic, and would be strengthened with fuller copy.

Learn more

News and Insights

Goodbye, Wirehouses

This is a press feature, titled 'Goodbye, Wirehouses,' covering why three young advisors broke away from the traditional wirehouse model to build an independent, fiduciary firm. As media coverage it supports the firm's credibility and E-E-A-T rather than serving as a standalone planning topic.

Learn more

Video

Financial Planning Fridays #19: Family Balance Sheet

Financial Planning Fridays #19 explains the importance of an accurate family balance sheet. Presilium shows how its client balance sheet tracks current net worth and account ownership, updated daily and accessible through the client portal, giving families a real-time, single-page view of where they stand financially.

Learn more

Insights

Financial Planning Friday’s – How to Receive the Best Advice in 2023

This Financial Planning Fridays teaser (#19) previews why an accurate family balance sheet is the foundation of good advice. The full episode explains how a complete, daily-updated picture of net worth and account ownership lets an advisor give better-informed, more personalized financial planning guidance.

Learn more

News and Insights

Outgrowing the Employee Model: How an ex-Merrill Advisor Found Autonomy & Abundance in Independence

This press feature covers how Presilium's founders, Jerry Davidse and Brook, left Merrill Lynch to launch an independent registered investment advisory firm. They concluded that going independent would let them remove corporate limitations and offer clients timely, creative communication and a more complete fiduciary experience.

Learn more

Insights

Financial Planning Friday’s – A Special Thank You

This short Thanksgiving-edition teaser thanks Presilium clients for introducing the firm to friends, family, and colleagues over the past year. It serves as a brief companion to Financial Planning Fridays Episode 15, which details how Presilium handles client introductions.

Learn more

Video

Financial Planning Fridays #15: Thank you for introducing us

In this Thanksgiving-week episode, Presilium thanks clients for introductions and walks through its process for working with anyone a client refers. The firm explains how seriously it treats the trust an introduction represents and how it ensures referred individuals receive a careful, welcoming experience.

Learn more

Insights

Financial Planning Friday’s – How to Pay for the Rising Cost of Education

This short teaser introduces the topic of investing for education, pointing to Financial Planning Fridays Episode 14 on saving for college and the advantages of 529 college savings accounts. It frames the challenge of rising college costs that the full episode addresses in detail.

Learn more

Video

Financial Planning Fridays #14: Investing for Education

This Financial Planning Fridays episode covers saving for college using 529 college savings accounts. With the average four-year private-college cost exceeding $218,000, Presilium explains how 529 plans offer tax-advantaged growth and flexibility, and why starting early helps families manage rising education expenses.

Learn more

Video

Financial Planning Fridays #10: Our Secure Client Vault

This Financial Planning Fridays episode shows how clients can use Presilium's secure client vault. Powered by eMoney, the portal uses the highest level of encryption available, twice the standard followed by many banks, to let clients safely store and access important financial, tax, and estate documents in one place.

Learn more

Video

Financial Planning Fridays #7: The Decision Center

This Financial Planning Fridays episode introduces the Decision Center, a key feature of Presilium's financial planning software. After building a plan with a step-by-step path to a client's goals, the firm uses the Decision Center to model how different decisions, such as spending, saving, or retirement timing, affect that plan.

Learn more

News and Insights

Breaking Away Is Not An Escape, It’s a Commitment

In this press feature, Presilium CEO Jerry Davidse explains why the team broke away from a traditional brokerage to launch an independent RIA. He frames independence not as an escape but as a deeper commitment to clients, who had long trusted that the team would act in their best interest.

Learn more

Insights

Financial Planning Friday’s – A Plan for Success

This is a short series-intro stub pointing to Financial Planning Fridays Episode 2, which explains the probability of success in a financial plan. The full episode covers how planning software runs thousands of trials to estimate the odds your plan meets its goals.

Learn more

Video

Financial Planning Fridays #2: The Probability of Success

Probability of success is a core financial-planning metric created by running 1,000 random trials of potential investment returns and volatility against your goals. Presilium uses eMoney planning software to produce this figure, which quantifies the odds your plan meets its objectives rather than promising any guaranteed outcome.

Learn more

Video

Financial Planning Fridays #1: Welcome to Financial Planning Fridays

This kickoff episode of Financial Planning Fridays makes the case that a written financial plan is the foundation of long-term success. Citing Picasso's view that goals are reached only through a plan you believe in and act on, Presilium frames the plan as the vehicle that turns goals into outcomes.

Learn more

Insights

Financial Planning Friday’s – A Plan for Success

This is a short series-intro stub pointing to Financial Planning Fridays Episode 1, which explains why a written financial plan is key to your success. The full episode launches the weekly series on the benefits of disciplined financial planning.

Learn more

News and Insights

Financial experts work with Dynasty in launching wealth management firm

This press item covers the launch of Presilium Private Wealth as an independent registered investment advisor, working with Dynasty Financial Partners to support its move to independence. It supports the firm's track record and credibility as a fiduciary advisor.

Learn more

News and Insights

$3.5-Mln Merrill Team Launches RIA, LPL Pulls from UBS, Morgan Stanley

This industry press item reports on the team's departure from Merrill to launch Presilium Private Wealth as an independent RIA. It documents the firm's founding and supports its credibility within the advisory industry.

Learn more

News and Insights

(Yahoo Finance) Next Generation Pennsylvania Financial Planning Team Chooses Independence: Launches Presilium Private Wealth with Dynasty Financial Partners

This is the Yahoo Finance syndication of Presilium's launch announcement: a next-generation Pennsylvania financial-planning team choosing independence and launching Presilium Private Wealth with Dynasty Financial Partners. It is a press release supporting the firm's founding story.

Learn more

News and Insights

(Business Wire) Next Generation Pennsylvania Financial Planning Team Chooses Independence: Launches Presilium Private Wealth with Dynasty Financial Partners

This is the Business Wire press release announcing Presilium Private Wealth's launch: a next-generation Pennsylvania financial-planning team choosing independence in partnership with Dynasty Financial Partners. It is the canonical version of the firm's launch announcement.

Learn more

Questions about financial planning foundations?

The first conversation is 30 minutes, no preparation needed.

Schedule a ConversationAll insights