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.

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.

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.

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.

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.

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!

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.

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.

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.)

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 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.