News and Events
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Ernest Holguin Nominated to the Ranking of Top 1200 Advisors in California by Barron's*
*The Barron’s Top 1,200 Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.
Presidio Group Wealth Management celebrates its 15th anniversary
Presidio Group Wealth Management surpasses $770 million in AUM as of 6/25/2021, 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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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.View Event Info
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.