Presilium Private Wealth
Providing our clients confidence in their financial future.
Serving Clients Nationwide
Providing our clients confidence in their financial future.
Primary Advisor Locations
Locations
📍 150 North Radnor Chester Road, Suite F110, Radnor, PA 19087
Video
Compensation Methods
- Percentage of Assets Managed
About Presilium Private Wealth
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 Radnor, Pennsylvania, 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.
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Families
- Intergenerational Families
- Living in Retirement
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