The Client Experience You Deserve
Our Process

Before we suggest any solutions, we speak with you in great detail—actively listening in order to learn about your concerns as much as your ambitions. Then we build a thoughtful financial plan that intends to create the calmness and confidence to make decisions—with great optimism about the financial future.

Triangulation of Advice

As an independent firm, we offer a ‘triangulation of advice’ – in which our advisory role is distinct from both the resource partners whose products we may recommend, and the custodian we’ve chosen to safeguard our clients’ assets. Together, these three elements of our relationship unify to serve our clients but, as distinct entities, this structure allows us to avoid conflicts of interest while always exploring the best that the industry has to offer.

Working in an open architecture, we are able to identify, evaluate and recommend the most appropriate solutions from an unlimited array of resource partners, thereby enhancing the quality of our customized solutions. We are well-positioned to guide our clients in all financial matters – such as retirement planning, education savings, and inheritance management – ensuring that the plan we build for them incorporates a collaboration with their other trusted advisors, such as attorneys and accountants.

Our Services

Our clients turn to Presilium for help with every aspect of their financial lives. Our services include, but are not limited to:

  • Comprehensive Wealth Planning
  • Cash Flow Optimization
  • Education Planning
  • Generational Transfer Planning
  • Wealth Education
  • Stock Option Strategies
  • Charitable Giving Strategies
  • Portfolio Management
  • Sustainable & Responsible Investing
  • Retirement Planning
  • 10b5-1 Plans