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
952 Echo Lane,
Suite 460
Houston, TX 77024
Presidio Wealth Partners is a group comprised of investment professionals registered with Hightower Advisors, LLC ("Hightower Advisors"), an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. brokercheck.finra.org
Advisory services are offered through Hightower Advisors. Commissionable securities are offered through Hightower Securities, LLC ("Hightower Securities"). Hightower Advisors and Hightower Securities are affiliated entities.
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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