Brook Hart, CFP®, CEPA®
Providing our clients confidence in their financial future.
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Serving Clients Nationwide
Providing our clients confidence in their financial future.
Areas of Focus
- Business Owners
- Business Transitions
- Equity Compensation Options
- Exit Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Tax-Efficient Planning
About Brook Hart, CFP®, CEPA®
Hi, I'm Brook Hart, President and Chief Compliance Officer at Presilium Private Wealth.I have been working with multi-generational families since 2016, helping them navigate short-term volatility and uncertainty in the markets in order to achieve their long-term goals. I pride myself in acting as a sounding board during difficult decisions and providing a steady hand during difficult markets through straightforward communication and strategy.
I earned a bachelor's degree in Political Science at Yale University where I was a two-sport athlete, playing varsity football and baseball. I spent three years traveling across the country as a professional baseball player in the Colorado Rockies' farm system.
I began my wealth management career at Merrill Lynch in 2016, where I worked with Jerry Davidse, and earned my CFP® certification in 2021, before we launched Presilium Private Wealth in 2022.
Growing up as the son of a police officer and a teacher in State College, Pennsylvania, I love to read, cheer on Yale and Penn State athletics, and spend time with my wife, Caitlin, and our daughter, Riley, in Ardmore, PA.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
150 North Radnor Chester Road, Suite F110, Radnor, PA 19087
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and will listen to understand your unique circumstances so we can determine the best way to proceed. We look forward to speaking with you.Offers Investment Management
Yes
About Presilium Private Wealth, LLC
Presilium Private Wealth is an independent registered investment adviser, dedicated to serving active and retired corporate executives and their families as well as other successful individuals.Who We Are
Headquartered in Philadelphia, Presilium was founded in 2022 by Jerry Davidse and Brook Hart, experienced wealth managers who both have earned the CERTIFIED FINANCIAL PLANNER™ certification. Having previously worked together for six years at a large financial institution, Jerry and Brook created Presilium to offer clients a more personalized experience, supported by access to advanced financial planning and performance reporting technologies.
At Presilium, we emphasize the quality of our customer service, which is borne of our skill as active listeners, leaning in to learn about our clients’ goals and values – and what matters most to them. We nurture our trusting relationships with responsiveness and reliability – the evidence of our enhanced work ethic.
As an independent firm, Presilium works in an open architecture, allowing us to identify, evaluate and recommend the most appropriate solutions from an unlimited array of resource partners, including Fidelity and Dynasty Financial Partners.
We aspire to make a meaningful difference in your life, helping you to simplify decision-making, identify solutions that support your goals and values, and achieve tranquility, confidence, and a robust financial well-being.
What Makes Presilium Different
Attentiveness
We begin all relationships by actively listening to our clients, leaning in to truly understand them, and locking in on the goals and values to define their lives. This personal attention becomes the foundation of the trust we foster with our clients.
Service
To sustain the trusting relationships we enjoy with our clients, we provide a level of customer service that is marked by our responsiveness and availability and driven by the frequency of our communications. In addition to speaking with each client monthly, we provide educational opportunities through our quarterly reviews and periodic virtual seminars.
Discipline
We are highly organized in how we manage our practice, knowing that efficiency in our operations benefits our clients directly. By not wasting time, we are able to invest more of it in helping our clients navigate their situations and implement their plans. The same rigor and discipline we apply to financial planning is applied to running our firm.
Independence
We strive to mitigate conflicts in all our activities, offering truly objective advice and being transparent in our actions. As part of the Dynasty Financial Partners network, we work in an open architecture that ensures our ability to serve our clients under the fiduciary standard.
Let's Meet
For every challenge, there is a solution. We can help you plan and prepare for every financial decision. We invite you to contact us today to schedule a complimentary 15-minute conversation with one of our team members.
Education
Yale University, Bachelor's Degree, Political Science
Hobbies and Interests
- Family
- Reading
- Sports
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Families
- Intergenerational Families
- Living in Retirement
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