About Us
Built on Trust and Relationships
We are deeply invested in our clients — your success, goals, and the legacy you’re building. Presidio was founded on the belief that wealth management should feel personal, transparent, and grounded in long-term relationships.
Every member of our team plays a vital role in helping you plan, grow, and preserve what matters most — from our founding partners to the advisors and support specialists who have every client experience seamless.
Our Team
Financial Advisors
Our Support Team
Managing Partners
Management Team
Our Team
Enjoy the support of a highly qualified, caring team that’s there when you need us. We understand that we’re managing your hard-earned wealth. We look forward to serving our clients’ best interests for years to come.
Emeritus Team
View Emeritus TeamReady To Talk About Your Future
A trusted team focused on long-term relationships, thoughtful planning, and guidance tailored to your goals.
Whether you're planning for major life goals or seeking trusted financial guidance, our team is here to listen and work with you. Let's start a conversation about your future.
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