News and Events

News

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Ernest Holguin Nominated to the Ranking of Top 1200 Advisors in California by Barron's

Presidio Group Wealth Management celebrates its 15th anniversary

Presidio Group Wealth Management surpasses $650 million in AUM as of 11/10/2020, a high-water mark since it was founded in 2005.

Tom and Cindy Robertson honored with 2020 Youth Impact Award

Fall 2020: For Tom and Cindy Robertson, investing in the future and creating art are second nature. They have incorporated both in their philanthropic efforts with the Boys & Girls Clubs of Tucson. The couple's three decades of dedication culminated in the HeARTworks program and the recently completed Catalina Rotary Creative Arts Center at the Frank & Edith Morton Clubhouse, a mammoth effort recognized with the 2020 Youth Impact Award.

Calendar & Events

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Upcoming events

January 28, 2021

Webinar: 2021 Market Outlook

Kick off 2021 with our keynote speaker, Sean McCarthy, Regional Chief Investment Officer for the Southwest region of the Wells Fargo Private Bank, who will discuss long-term market outlook and the economy.

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Previous events

October 26, 2020

Webinar: Coronavirus Curveball

Guest Speaker: Philip J. Orlando - Senior VP, Chief Equity Strategist, Federated Hermes
Click the button below for a recap of current events and a capital market outlook, including the election and forecast for 2021.

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