What our clients say

“Presilium is a wonderful company to work with. They are very responsive, friendly and caring. Wonderful group of people to work with. I work with Cullen and i would recommend him to all my friends, which i have. I have full trust with Cullen, Jerry and all of Presilium.”

“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!!!”

“Working with Cullen is such a pleasant experience. Cullen responds quickly, listens to our questions and concerns and gives sound, helpful advice. We are so happy working with Cullen!”

“Presilium Wealth Management takes a hands on approach with regards to our investments and reacts accordingly to the market. They are great people to work with and have a super reactive team of professionals. This is the reason they handle many of our family members accounts. I can sum it up with one word, results!”

“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.”

“Our family has worked with the team at Presilium for many years. We could not be happier. They have helped us and many of our next generation plan and achieve their financial goals. They are always available to us and thoughtful. They take the long view in investing advice and in building relationships. You will not find a better team of financial advisors to think through and execute your financial objectives. Plus they are good people who are very family oriented and fun to talk to. I recommend the Presilium team very highly!”

“If you need a financial planner, i recommend this group. They are a class act and take good care of you.”

“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.”

“My wife and I have been with Presilium since its inception and were clients of its principals for many years before that. Their financial acuity, client service and attention to detail have enabled us to achieve financial goals and plan for future ones. We always recommend them to our friends and family for their friendly professional financial advice.”

“Superb in every way. Awesome humans and extremely professional. Superb customer service and the most knowledgeable Financial Advisors.”

“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.”

“Probably the best customer service experience I had. Presilium is made up of experienced, dedicated professionals that provide sound business advice. Highly recommend this group”

“Brook Hart and crew at Presilium are top notch. Meetings with financial advisors and their recommendations have been invaluable. Thank you!”

“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.”

“I have used Presilium for financial management services since the company began, and they have helped me reach my financial goals for both me and my family. They care a lot about their clients and go out of the way to develop good relationships. They have a sound investing strategy and offer financial advice for every aspect of life. I plan to continue to invest through them for the future. I would recommend them to anyone looking to invest in the stock market and/or save for retirement or big purchases or just to manage wealth for the long term.”

“My wife and I are very pleased with Presilium Private Wealth and their investment strategy, as it has out performed our investment expectations. Coupling superior performance with their outstanding personal care, we highly recommend Presilium Private Wealth to anyone seeking a wealth management partner.”

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

“Brook Hart has done an amazing job reaching out to consistently communicate with his valuable insight and ideas. He is very knowledgeable and responsive to our questions. He checks in regularly to share updates and inquire about our satisfaction. I recommend his services to anyone, especially those who are near retirement and not sure of a plan for successful "golden years". He is definitely one of the best!”

“The team at Presilium has done a fantastic job developing a plan for my family. They are knowledgeable and friendly and are always available to answer questions. I highly recommend this team.”

“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!!”

“I trust this company very much. Have been with them for 20 years. They are friendly, competent, and extremely professional. Best decision we made for our future dreams.”

“I have been with Presilium Wealth Management for a year and a half. This organization is highly experienced, professional, and attentive to my financial goals. I have quarterly meetings that are productive and provide me with the peace of mind needed. I highly recommend to anyone looking for a wealth manager to contact them and schedule an introductory call. They deserve 10 stars!”

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

“For the first time … it feels like home having Presilium as our financial advisor. They make everyone feel special. How unusual is that?? Thank you for how you run this company.”

“I can’t say enough good things about Preselium Private Wealth management. I truly appreciate their individualized approach and communication. I highly recommend Brook as an advisor. He is fast to follow up provides good honest feedback and advice and truly cares. Their fee structure is very fair. Their performance has been better than the market, which is our goal. We’ve recommended them to our family and friends.”

“Their investment philosophy is without peer.”

“If you are looking for a trusted and experienced advisor to help you navigate your personal finances then look no further . Presilium is really wonderful - everyone in the group. I highly recommend using their services no matter what age or stage of your life.”

“Amazing team to work with! They genuinely care about you and your family's future.”

“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.”

“The Presilium Team goes above and beyond for their clients I couldn’t be happier. They make me feel confident with my investments and provides education along the way. I would recommend them to anyone that would like to maximize their investments with little worry”

“Working with Brook and Presilium has been a complete game-changer for my financial health and, more importantly, my peace of mind. I used to feel overwhelmed by the complexities of retirement planning and investments, but Brook has a gift for breaking down complicated concepts into clear, actionable steps. Presilium doesn’t just manage my money; they listen to my goals and build a strategy that reflects my life. I finally feel like I’m in the driver’s seat of my financial future.I cannot recommend Presilium highly enough. From our very first meeting, it was clear that they operate with a level of integrity and transparency that is hard to find. They are incredibly thorough, patient with my endless questions, and always proactive about adjusting our strategy as the market shifts. It’s rare to find professionals who are as invested in your success as you are, but the Presilium team does truly goes above and beyond.”

“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.”

“My husband and I have been clients of Presilium for years and have always been very satisfied with the management of our assets. Our interactions have mostly been with Brook Hart. Brook is very knowledgeable, personable, professional and helpful. He explains their strategies and answer all of our questions. We are very happy to be working with Brook and the Presilium team. Thank you!”

“I've been with Presilium Private Wealth since the firm's inception, and I couldn't be happier with the advice and services they've provided me and my family! Their disciplined approach and ability to navigate an increasingly complex global market have given me tremendous confidence over the years. What truly sets them apart is their unwavering focus on the client experience-every interaction feels thoughtful and personalized. The fun, engaging, and informative events they host are just the icing on the cake, making Presilium a partner I'm genuinely grateful to have on my financial journey”

“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 have worked with Brook Hart and the team at Presilium since 2021. They take the time to answer my questions thoroughly and ask if I have any more. Their strategies have worked very well and I trust the Presilium team to continue to reach my finance goals in the future.”

“At the recommendation of my in-laws (long-time clients of Jerry), my husband and I began working with Presilium Private Wealth close to 1 year ago, and we have been thrilled with our experience so far. As a mid-career couple who had done a reasonably good job saving but not much beyond that, getting a handle on retirement planning and investing seemed daunting, but I'm so pleased that Presilium has made this easy for us.From our very first meeting to our ongoing reviews and check-ins, the whole team has been wonderful to work with, and Cullen Martin in particular has been incredible. He has helped us combine existing retirement accounts, advised us on and helped us implement an investment plan & strategy, gotten us started on estate planning, and provided a solid idea of what our future can look like. All the while, he's brought incredible attention to detail, a wealth of knowledge, extreme responsiveness, and a human touch that is second to none. It's clear he genuinely cares about his clients and enjoys getting to know them as whole people who happen to also have financial goals.We feel so lucky to have Cullen and the Presilium team in our corner, and we're looking forward to working with them for many, many years in the future.”

“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.”

“Nearly 20 years as a Presilium client, and I remain extremely satisfied. Their disciplined approach, consistent results, and excellent client service give me complete confidence in my retirement planning. I truly appreciate the peace of mind they provide.”

“Clear overall investment strategy, excellent communication and invaluable ancillary services and advice. We now have our estate in order such that we worry less and know that our family will benefit. Very happy with our choice to work with an investment advisor - thrilled that we chose Presilium.”

“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!”

“Jerry and Brook have helped me navigate financial planning for the past 10 years. In addition to investing in my Roth and traditional IRAs, they advised on the mortgage and purchase of our condo, review my tax returns, helped us obtain life insurance, supported the sale of stock options, and walked me through the complexities of benefits offered through my work (health insurance, RSU, stock options, 401k investments). Whenever I have a question, they promptly call me within the same business day. The team goes above and beyond to answer any finance related questions, even if they are outside of the investments managed at Presilium. I feel like they truly care about me, my family, and our goals. Highly recommend!”

“After my father passed away, Jerry and his team at Presilium Private Wealth became much more than financial advisors to me. During one of the most difficult years of my life, they were steady, compassionate partners who handled countless details and coordinated seamlessly with multiple financial institutions and my accountant. I especially want to recognize Cullen, whose thoughtful guidance, expertise, and care made an overwhelming situation feel manageable. I am deeply grateful for the time he devoted to me, the trusted relationship we've built and for the kindness and professionalism shown throughout this journey. I couldn't recommend Presilium Private Wealth more highly.”

“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.”

“Presiliuim has an extraordinary team that has helped me strengthen my investments and stabilize my retirement finances.During our initial discussions, Jerry, Brook, Brian, and the entire team were very receptive to my goals and objectives. They consolidated multiple investment accounts, coordinated the integration of a family inheritance and put a plan in front of me that not only met my goals but exceeded my expectations. In addition, they also incorporated multiple one-off expenditures I have upcoming, and coordinated with my accountant to minimize my future tax implications.The Presilium team is exceptionally competent, friendly and extremely proactive in their communication and oversight of my financial future. They will do the same for you. I highly recommend their services.”

“I've loved working with Brook for the last several years. As a younger professional, I am so grateful for not only in helping me make smart, informed financial decisions, but in offering thoughtful guidance on the bigger life moments that influence them. He takes the time to understand my goals, challenges, and values, and always brings a grounded, practical perspective that makes complex decisions feel manageable. I would recommend him and the broader Presilium team to anyone looking for a financial advisor who truly invests in their clients' success and well-being.”

“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.”

“Many years ago, Karen and I were working with another financial advisor whose services simply weren't meeting our needs. We felt like just another number in a very large practice—our concerns weren't being heard, and our portfolio was anything but individualized.At one of the most frustrating points in that experience, we happened to receive an unsolicited call from Brook Hart inviting us to learn more about Presilium. Normally, I would have hung up on a call like that, but something about Brook was different. He explained their philosophy of money management and addressed every weakness we had been feeling with our previous advisor.We decided to take a chance and moved some of our assets over to Brook and Jerry—and wow, what a difference! For the first time, we felt heard, valued, and genuinely appreciated. Our portfolio was tailored to our needs and has been managed effectively ever since.Years later, I am incredibly grateful that I didn't simply hang up that day. Instead, I listened—and discovered Presilium and their exceptional way of working. I couldn't ask for a better team. They've been an invaluable resource, helping us with life insurance, long-term care planning, and even assisting my parents in evaluating the best options for their financial needs.I've since encouraged both of my sons to start saving with Presilium, and they have no regrets.Thank you for all that you do!”

“My husband and I have had a fantastic experience working with Jerry, Brook, and the entire Presillium team - since the inception of their company. What I've appreciated is their responsiveness, level of professionalism, attention to detail, and how they've helped us manage to and achieve our family goals.In addition, they've helped guide my work accounts in addition to the accounts they manage directly to ensure a holistic approach to our entire portfolio.I've referred several family members and friends to them, and everyone has been extremely happy with their services!Thanks to the Presillium team!”

“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.”

“Presilium with Brook and team are second to none my experience was definitely a surprise they really make you feel at ease and keep you educated and up to date always quick to respond and give you all the time you need when you have questions total professionals highly recommend”

“My wife and l have been Jerry's clients for 21 years. We are blessed to have met such a caring and knowledgeable person. The first time we met with Jerry, he listened to our needs and concerns. We wanted to make sure we were headed in the right direction and set up for success as we got into our retirement years. He quickly put together a portfolio that left my wife and I amazed. This is when we knew we were in good hands. In addition, the entire Presilium Private Wealth team is incredible. They are aways available to meet with us and answer any questions. When we were ready to retire, Jerry was the first person we reached out to. It was reassuring to hear him tell us that we were in a good place and should go enjoy our retirement. It is easy to recommend this company to others when they have done such a great job for us.”

“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.”

“We have been working with Brook and his team at Presilium for over 10 years and the guidance, advice and support have been phenomenal!!”

“Jerry Davidse and his team at Presilium Private Wealth have done an absolutely remarkable job managing all aspects of our personal wealth. Jerry and his team have provided sound financial advice during the almost 30 years we have worked together. His support and expert knowledge were instrumental in guiding our family to a very successful retirement; and in managing the volatile financial events which, over time, are inevitable. On a personal note, Jerry is responsive, friendly, and easy to communicate with; almost like a family member to us. We owe him a great deal.”

“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 chose Jerry Davidse in September 1999. Jerry was just starting out with another company. He was professional, knowledgeable, and clearly explained how we could best begin to start retirement investments. His knowledge was spot on. We were able to retire comfortable. We have followed Jerry and his staff through several companies and now with Presiium. The team is always available for any questions we may have. Our son chose Presilium for his investment needs. I am happy to recommend them to friends and family. We feel they are the best company around.”

“Great team of highly informed and educated advisors that take great care of clients. Since opening my first account in 2019, I've always experienced good communication and feel that my future is in good hands. Would recommend!”

“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.”

“Been working with Jerry and Brook five plus years. Great returns. Really good communications. Solid team!”

“Very personal care with great communication! Our family has been with Presilium for years and trusts and values their advice and management.”

“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've been a client of Jerry's for many years, and I can't say enough great things! He is professional, kind, and incredibly responsive. Jerry and Brook have guided me through major financial situations with patience, expertise, and genuine care. I feel confident knowing I'm in great hands. They are always available to discuss strategies or simply answer my questions, and that personal attention makes all the difference. Truly top-notch service from a team I trust completely! We've recommended Presilium to many friends and family members, and they've all experienced the same outstanding service and results.”

“As new clients of Presilium Private Wealth, we've been throughly impressed by everyone's professionalism, transparency and genuine care. During our first meeting Jerry and Brook took the time to understand our goals and design a strategy tailored to our needs. Communication has been clear, proactive and their investment guidance has already given us great confidence in our financial future. Presilium combines expertise with a truly personal touch - a rare and refreshing balance.”

“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!”

“Highly recommend Precilium Wealth! They're super helpful and walk you through everything step by step so you actually understand what's going on. They're on top of everything always and make the whole process easy. And Brian is best!”

“Presilium Private Wealth provides excellent guidance, advice. They are always open to discuss, and listen to concerns or questions we have”

“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.”

“My wife and I have been working with the group at Presilium for over 10 years and have never had a bad experience. In addition to quarterly reviews of our portfolio Brook routinely calls to check in with us to review any concerns we may have at those times. Not having a financial background I tend to ask a lot of questions and Brook answers those in a way I can understand. I can not recommend Presilium high enough and never have any concerns for our financial wellbeing with their expertise.”

“I have trusted Jerry and his team to manage my investments for many years. I feel very fortunate to have a truly professional team working for me. They are very proactive in informing and advising me concerning investments and retirement accounts. They are always there to answer my questions and assist in any capacity they can. What really impresses me is that some times Jerry will call me to to say hello and ask how I'm doing!”

“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.”

“The team is fantastic. I have felt valued from day 1, even when I probably didn't bring much value :). Brook found me at the right time and I've been grateful for the guidance and support for the past 7 years. The communication is always prompt and I love the little reminders of why the strategy is what it is and how it is working.”

“We have trusted Jerry Davidse with our investments for many years, and when Presilium Private Wealth was founded, we were proud to follow him there. Since that time, we've also had the pleasure of working closely with Brook Hart, whose professionalism, responsiveness, and depth of knowledge have been invaluable. Together, Jerry and Brook have provided guidance, insight, and expertise that we trust completely. The performance of our accounts has been excellent, and our overall experience has been outstanding. We couldn't be happier with Presilium and highly recommend them to anyone anyone who wants complete confidence in their wealth management team.”

“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.”

“Presilium came highly recommended to us by our colleagues. We have been very happy working with them ever since. They have a sound investment strategy. They have been very responsive to our requests and have gone above and beyond to help us manage our financial assets. We would recommend them to anyone without hesitation.”

“Jerry and the Presilium Private Wealth group have always been professional, knowledgeable and attentive to our needs as a family. We are extremely happy with our experience and our results!!!”

“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 :)”

“Have worked with Presilium since their inception . I can't speak high enough of the entire team . There attention to your needs and concerns is above and beyond. I have had a great experience with the team and highly recommend them for your investing needs.”

“Jerry and the team are wonderful! Cullen is very patient and explains all so thoroughly. I have never been more confident in my finance plan before!”

“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.”

“We've had a truly wonderful experience with Presilium Wealth. From day one, their team has been knowledgeable, professional, and transparent. They have a clear and well-thought-out strategy that gives us complete confidence in entrusting them with our financial future.Our advisor, Brian, has been exceptional. He's not only smart and strategic when it comes to financial planning, but also incredibly personable. He takes the time to get to know us beyond the numbers, often checking in just to see how the family is doing. It's rare to find that level of care and genuine interest in this industry.We couldn't be happier with the service and peace of mind Presilium Wealth has provided. Highly recommend!”

“Great experence working with them. Highly recommend.”

“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.”

“I was introduced to Presilium, and Cullen, as I was trying to navigate and plan my financial future during my divorce. I cannot say enough about the time, attention, and patience he showed me, as we worked together to get my finances in order. Knowing that Presilium is looking out for my best financial interests has taken a huge weight off of my plate and I highly recommend them.”

“Presilium was recommended to us by colleagues, and we are very satisfied with the experience and end results. They take care of our portfolio in a manner and detail we never envision, with clear logics and explanations. We also value their advice concerning tax withholds and company stocks. Communication is good, on time and balanced. Thank you Brook!”

“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!”

“I've had great success working with Presilium. I trust them to make suggestions that are in my best interest and their expertise is reflected in the results. I work with Cullen Martin and he's terrific--smart, informed, forward-thinking, reactive, available, and, best of all, very patient! I'm very happy with Presilium!”

“We would highly recommend Presilium, they are great at what they do! We have referred them to a couple people and will continue to do so!”

“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?”

“Brook, Jerry and his team are fantastic, they really put your best interest above all else. I have several examples of advise provided that has pay off significantly, advise I would have not followed without their input. I really can not say enough good things about this group.”

“We've has such a great experience with Brook and the Presilium team over the past 2 years. About a year before retiring, we engaged Presilium to review our portfolio and assess our plan to ensure we were prepared. Since then it's been very comforting to have Brook continually review our plan with us as we settle into retirement and evaluate our spending needs. Things don't always go as planned with life of course, so having regular discussions and financial reviews is so helpful. We truly feel like they are here to help us make the best of retirement life!”

“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.”

“We moved our stagnant portfolio to Presilium last December and the biggest regret we have is not moving sooner. The attention given to us personally is second to none. Couldn't be more happier with Presilium. Brian Henrysen is so knowledgeble that we would highly recommend him to anyone who is thinking about making the move. Thank you to Jerry Davidse and your entire staff!”

“Brook Hart and the team at Presilium have been wonderful over the years. Always a pleasure to work with and always keeping you in the loop with market conditions and asset allocation to achieve your financial goals. Highly recommend!”

“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!”

“The team at Presilium is fantastic! Each member of the team has their clients best interests in mind with everything they do. They explain complex financial topics in a manner that is easy to understand while ensuring your financial plans will help you reach your desired goals. I truly enjoy each engagement and appreciate their efforts to build community within their client base.”

“I couldn't ask for a better team to guide and advise me on all on matters relating to my financial health! They have assisted me with everything from retirement, estate planning and even wedding planning! But above all, they provide a sense of calm and stability in this sometimes chaotic market.”

“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 can't say enough nice things about Brook and his team at Presilium Private Wealth. We first met Brook at an event about 8-9 years ago. What really sold me on Brook was the time he took to sit down with my husband and I, answer our questions, and work with us in a team approach to grow our money the way we wanted. He constantly checks in with us to discuss how things are going and to ask if we have any questions.And it's never all business when he calls. We catch up on each others personal lives. He knows the ages of our two boys, their interests, and calls to wish them happy birthday. Something that means a lot to me. Brook and everyone we've connected with at Presilium are professional, caring, and interested in building a relationship with their clients. I highly recommend Presilium if you're looking for a team of amazing financial advisors.”

“Been with PPW for about a year and a half, and it's been a great experience. Highly professional team, very knowledgeable about the market dynamics and provide a personalized experience which I appreciate. Also pretty good with sharing sound advice on ancillary financial management activities (college savings, tax plans, mortgage, etc). Definitely recommend!”

“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.”

“This is an exceptional team, that has help me purchase a new home, retire and manage retirement with comfort. Their attention to detail, responsiveness, timely communication, and overall knowledge of the market is exceptional. Everyone has different requirements and they address their client's needs individually. Couldn't be more please with this team as retirement is continuing and the world markets is changing to have their support during these times.”

“Exceptional team in every way: client centric, responsiveness, knowledge in numerous financial areas, professionalism. I have been with Jerry for 20 years and he enabled me to retire as planned and to be living life better than I had imagined. My family and I are extremely grateful. And I too have recommended the team to family and friends. Thank you!!”

“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.”

“My team at Presilium has been very diligent in managing my investments. They (Brook, Jerry and Kelly ....) are very easy to reach and communicate with. Aces.”

“The Presilium Team is not only a premier wealth management company that puts client outcomes at the forefront of their focus but they also conduct the coolest events to connect with their clients. I always learn about a place, process or product when participating. My list of to-do's grows each time. Couldn't be more satisfied!”

“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.”

“Had a great experience with this company and would highly recommend!”

“Presilium has been fantastic to work with! They truly understand our goals and are supportive in helping us achieve them.”

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

“Thank you for your continued excellent service. The Presilium Team is client centered They meet the client where they are; providing solid advice on investing, initiating regular contact to monitor progress and ensure satisfaction. They offer videos to help their clients to educate themselves to be better consumers. They are attentive and responsive to inquiries and well organized to ensure positive experience. I am happy to work with Jerry, Brook, and the Team for my financial planning and management.”

“I've had a fantastic experience with Presilium Private Wealth! Even though I don't have a large account, they always treat me with respect and make me feel valued. Their team is quick to respond and takes the time to answer my questions thoroughly—never making me feel uninformed. I also appreciate the effort they put into customer appreciation, hosting multiple in-person and virtual events throughout the year. Their service is top-notch, and I'm so glad I chose them!”

“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.”

“This firm is first class! They patiently answer questions, respond quickly and take good care of my money. I wouldn't trust anyone else!”

“Experience and knowledgeable team that focuses on their client's needs.”

“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.”

“The team provides personalized and expert financial advice with transparency and care. Highly recommend for all your financial planning needs!”

“I have been a client of Jerry Davidse for 15 years. During that time I have come to rely on Jerry to handle my investments and he has done an excellent job. Permit me to say a few words on why I like him and his team at Presilium.1. They are easy to communicate with. I can call Presilium at any time and talk to a person. Whoever I speak to, we have clear and understandable discussions. This helps me to make good decisions and I feel like a partner. They really listen to what I have to say, so it's not just a one way conversation.2. They have a vision. They buy low and sell high. They keep an eye and an ear on the market and act correspondingly, always keeping the clients best in view.3. They have high integrity. What they say they do. They keep their word.4. They are confident in what they do. For 15 years Jerry and his team have led the way and produced, because they are confident that their methods work for the clients benefit.5. They appreciate their clients. They tell us that and they mean it. They hold events such as, coffee tasting, wine tasting, and flower arranging where their clients can participate.6. Service is important to them. Every time I have made a request, such as transferring money to my bank account, it has been acted upon quickly, the same day.There are other things I could mention, but I hope these will help those who are making a choice on who should handle your wealth. Presilium is a forward looking organization who will safeguard your wealth and increase it. For 15 years they have succeeded in doing this for me and I am sure they can do it for you too.Darryl Downing, PhD”

“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.”

“I am positively surprised and very grateful for the extremely effective and very kind way that Presilium and Brian Henrysen has been conducting my short and long-term financial planning. Having Brian as my Financial Advisor has been a huge game changer in ensuring my financial health.”

“I have been with Jerry Davidse for more than 15 years, Jerry and his team are people of integrity and have helped me achieve my financial goals now that I am in retirement. Back in 2008 when the financial markets were not doing well and I wanted to pull out of the stock market because it was too volta and I had significant concerns being so close to retirement Jerry made sure my financial goals were met. I highly recommend them for their integrity, professionalism and knowledge. I appreciate the hard work they have done to help provide the financial security we were seeking.”

“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.”

“Presilium Private Wealth is a first rate, customer focused wealth management company. I have recommended them to friends and family without hesitation. My wife and I have nothing but good things to say about the entire group.”

“Put your mind at ease and let these folks manage your savings. I handed over my retirement savings 8 years ago and have never regretted it for a minute.”

“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.”

“I fully trust Presilium to act in my best interest and I do not trust easily especially when it comes to money matters. I have never been disappointed with their efforts and results. Plus everyone is extremely friendly. I recommend Presilium with zero hesitation.”

“I only wish I would have started with Presilium years ago. First class operation with solid results! Highly recommend giving them a call.”