Everyone needs a financial plan.  Have you ever tried to build something without directions or driven somewhere far without mapping out the trip using the GPS in your car? It not only is a lot more difficult, but the final result is nowhere near as good as it could have been.  At Presilium we always […]

Did you know the importance of keeping an accurate family balance sheet? We do, and wanted to share what a client balance sheet at Presilium Private Wealth looks like. The top left includes a section that shows a client’s current net worth and account ownership. This is updated every day so that our clients can […]