Presilium Private Wealth

"I have been a client of Jerry Davidse for 15 years. During that time I have come to rely on Jerry to handle my investments and he has done an excellent job. Permit me to say a few words on why I like him and his team at Presilium. 1. They are easy to communicate with. I can call Presilium at any time and talk to a person. Whoever I speak to, we have clear and understandable discussions. This helps me to make good decisions and I feel like a partner. They really listen to what I have to say, so it’s not just a one way conversation. 2. They have a vision. They buy low and sell high. They keep an eye and an ear on the market and act correspondingly, always keeping the clients best in view. 3. They have high integrity. What they say they do. They keep their word. 4. They are confident in what they do. For 15 years Jerry and his team have led the way and produced, because they are confident that their methods work for the clients benefit. 5. They appreciate their clients. They tell us that and they mean it. They hold events such as, coffee tasting, wine tasting, and flower arranging where their clients can participate. 6. Service is important to them. Every time I have made a request, such as transferring money to my bank account, it has been acted upon quickly, the same day. There are other things I could mention, but I hope these will help those who are making a choice on who should handle your wealth. Presilium is a forward looking organization who will safeguard your wealth and increase it. For 15 years they have succeeded in doing this for me and I am sure they can do it for you too. Darryl Downing, PhD"

"We highly recommend the Presilium Private Wealth team to support your retirement planning and financial success. They really know how to run their business with the highest of standards and expectations. They keep us informed on how to manage the ups and downs of the market and how to best navigate our investments. We enjoy their weekly YouTube videos on the hot topics in finances to keep us informed. They're a POWER team and you can tell that they love what they do! They truly are a thoughtful, caring, smart and savvy team and we're so happy to have them support our goals. We hope to take advantage of their skills even more as we get closer to retirement."

"Presilium Private Wealth is a first rate, customer focused wealth management company. I have recommended them to friends and family without hesitation. My wife and I have nothing but good things to say about the entire group."

"The Presilium Team is by far a top-tier wealth management organization. Like other clients, I've been with the team since the inception of the new organization (and for many years prior) and could not be happier with their truly personalized service, and importantly, a methodical and rational approach to wealth management that accounts for both market and life events that impact the journey. Looking forward to many more years of partnership!"

"Highly recommend Presilium Private Wealth for your financial planning needs. Very high level of customer service and engagement. Routine check-ins to review your portfolio and manage your plans. After using other financial planners who you never hear from once you are "signed up", I'm very happy to work with Presilium. They are always more than willing to help or answer questions. Whether you are novice or seasoned in investing and money management, Presilium will help you maximize your portfolio."