Helping to fortify your wealth for generations.
Amid an ever-changing and challenging financial landscape, Presidio Wealth Partners is here to manage your wealth, assist with your family’s lifestyle, and help protect your interests.
ABOUT PRESIDIO
A fortress of
financial protection.
At Presidio Wealth Partners, we built a firm that can help protect your family’s wealth for generations.
With first-hand experience in managing multi-generational wealth, we offer bespoke solutions to meet the diverse needs of unique families like yours. As a Family Office, we stand as a secure fortress for managing your wealth, assets and even family dynamics.
Cy
Cattan
Partner, Managing Director
Scott
Bishop
MBA, CPA/PFS, CFP®
Partner, Managing Director
Robert
Harris
CFP®
Partner, Managing Director
Sarahbeth
Pipkin
CFP®
Partner, Senior Wealth Advisor
Patrick
Fleming
Partner, Senior Wealth Advisor
Nick
Low
Partner, Senior Wealth Advisor
