Our Qualifications

Presidio Group Wealth Management was created by four individuals who have over 100 combined years of experience in the financial services industry. We believe the depth of experience and knowledge that our four Financial Consultants offers you given today's complex investment environment, is critical to helping you achieve your financial goals. Presidio Group Wealth Management is dedicated to providing investors such as yourself with a high level of service using some of the most advanced planning tools available. In addition to their years of experience, all four Partners are PIM Portfolio Managers.