Presidio Wealth Management

Presidio Wealth Management provides investment advisory, wealth management, and financial planning to individuals, households, trusts, estates, foundations, charitable organizations, pension and profit‑sharing plans, and business entities. The firm also delivers retirement plan advisory services to plan sponsors and participants, including guidance on investment options and monitoring of money managers.

Presidio’s investment process is guided by Modern Portfolio Theory and incorporates fundamental and technical analysis to build globally diversified, long‑term portfolios using mutual funds, ETFs, individual equities and fixed income. Advisors tailor strategies to each client’s goals and risk tolerance through an initial risk assessment, offer discretionary management where authorized, and may recommend third‑party asset managers while conducting due diligence and ongoing performance reviews.

Distinctive aspects of the firm include its practice of allocating client assets to third‑party asset managers and private equity advisers without receiving compensation from those managers, and its explicit written acknowledgment of fiduciary status when advising retirement accounts. Presidio also periodically hosts educational seminars or client events sponsored by third‑party providers, a service offering noted in the brochure.