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. We also help you conquer financial challenges and achieve long-term goals. We design and execute a family plan based on your values and vision and always in defense of your family’s interests.
New Strategic Partnership
Broadened resources.
In 2023, we made the bold decision to start our own firm to better serve our clients and enhance our offerings around traditional investments, private deals, financial planning, and family office services.
We decided to partner with Hightower Advisors, the nation’s #2* Registered Investment Advisory firm. This partnership will allow us to broaden the services we offer clients to help them achieve their long-term goals and objectives.
Our partnership with Hightower Advisors means more scale, more ideas, and more solutions for our clients.
Bring scope to our investment advisory services and private deals through the scale of an overall firm with $113 Billion** of client assets under Management. This also includes the resources of a seasoned investment team headed by Stephanie Link, Hightower's Chief Investment Strategist and Portfolio Manager.
We can collaborate with 128 financial advisory firms*** in 34 states throughout the United States.
Presidio Wealth Partners has brought financial planning and outsourced family office services to clients for decades. With the capital, technology, and human resources of Hightower, we can 'in-source' more of services to serve clients better.
*Source: https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&
**as of 12/31/2022
***as of 1/18/2023
757 N Eldridge Parkway,
8th Floor, Suite C
Houston, TX 77079
Hightower Advisors, LLC is a SEC registered investment adviser.
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
©2024 Hightower Advisors. All Rights Reserved.