Jaeden Cruz, CFP®
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 Jaeden Cruz, CFP®
Hi, I'm Jaeden Cruz. As a financial advisor at Presilium Private Wealth, I partner with mass affluent clients, business owners, and executives, many of whom have complex financial situations or highly concentrated stock positions.My approach centers on comprehensive financial planning. This includes thoughtful guidance around cash flow planning, retirement planning, investment management, tax strategy, and estate planning so that every piece of a client’s financial life works together.
As a CFP® professional working within an RIA, I operate under a fiduciary standard at all times, meaning my advice is designed to serve my clients’ best interests with no conflicts influencing recommendations. I’m passionate about helping people make informed decisions and feel more confident about their financial future.
I earned my degree in Economics from Temple University and built my experience at Goldman Sachs and BNY Mellon, where I tailored institutional research and insights to the personalized needs of my clients. This background allows me to simplify complexity and bring a strategic, well-rounded perspective to each client relationship. I have also been an active member of ALPFA (Association of Latino Professionals For America) since 2021.
Originally from Scranton, Pennsylvania, I grew up playing basketball and developed a lifelong passion for discipline and personal growth. Today, I live in Roxborough with my girlfriend, Kara, and our kitten, Toothless. Outside of work, you can usually find me snowboarding, competing in Spartan races, strength training, or caught up in a good book.
Professional Designations
- 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
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
Temple University, Bachelor’s Degree, Economics and Legal Studies of Business
Hobbies and Interests
- Basketball
- Family
- Reading
- Snowboarding
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Families
- Intergenerational Families
- Living in Retirement
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