Presilium Private Wealth

Happy Thanksgiving! Thank you for another great year together. We love working with you and appreciate the trust you have placed in us. Your successes are what drive us everyday and we look forward to working with you in 2025! Our goal remains to give you the best experience in wealth management.

Heading into year-end, we begin to reflect. Often, an area that floats to the top of our minds is our financial well-being. And one of the questions that most often follows alongside this is: ???? ?? ????????? https://lnkd.in/eUX3KfEK Other versions of this are: - Am I in good shape? - Should I be doing anything differently? - Should I be doing something more? And the ultimate question: ???????? ?? ???? ???????? ???? ???????????? ?????? ???????? ?????? ?????????????????? ???????? ?? ????????????? All great questions. All very difficult to answer with much confidence...?????????????? ?? ????????. A financial plan that is updated regularly, revisited often, and adjusted quickly as goals change. That is how every relationship starts at Presilium. That is what we revisit every year (or more often) with our clients. That is what we lean on during every major market decline. This way, we can confidently state: ????'???? ???????????????? ?????? ????????. ???? ???????? ?? ????????. And that's our suggestion to you heading into 2025. ???????? ?? ????????. ?????? ?? ????????-?????????????? ??????????. #financialplanning #wealthmanagement #money

We are grateful for another great year together with our wonderful clients! Their successes are what drive us every day at Presilium Private Wealth and our goal is to provide the best experience in wealth management.

?? Exciting News! Join us for another Virtual Chocolate Tasting! ?? We’d love for you to come along on Friday, December 13th at 12:00pm EST for a one-hour chocolate tasting experience led by our expert chocolate sommelier. Get ready to sample 6 unique chocolates: ?? Two dark chocolate bars with contrasting flavor profiles—one earthy and nutty, the other with hints of raspberry and cherry ?? A creamy malted milk chocolate with hints of nutmeg and cinnamon ?? A peppermint white chocolate with a delightful crispy waffle cone crunch Chocolates will be shipped directly to your home. If you can't make it live, no worries—we’ll send the recording and chocolates to enjoy on your schedule. See you there!

I just released a video discussing Roth IRA contribution strategies for high earners.?? Many individuals and families quickly phase-out of their ability to contribute to Roth accounts as their income grows, ??????????????, with ???????????????? ???????????????? there are ways to get around these income limits to ????????????????????????????????? your retirement savings! ?? Please check out my latest video ?? and let me know if you would like to discuss these strategies further! #Retirement #RothIRA #BackdoorRoth #MegaBackdoor

Owning a piece of world-class businesses means diversifying not just for safety, but for growth across industries and borders. Tune in now on our YouTube channel to find out more! https://lnkd.in/eudgYK2n ??

?? Exciting News! Our healthy cooking series with Certified Nutrition Consultant and Holistic Health Coach Julie Palumbo continues! ?? Join us on December 5th at 6pm for "Superfoods + Longevity = Live Long and Live Well" and dive into the delicious world of superfoods that promote wellness. Julie will guide us in preparing a hearty Spaghetti (Squash) and Turkey Meatballs dish, paired with a festive, antioxidant-rich cocktail—perfect for a flavorful, health-supporting meal! ???? Classes are on Zoom, and recipes will be sent ahead so you can cook along. Can’t make it live? RSVP and catch the recording later!

Every global challenge is a chance for world-class businesses to grow stronger. We can show you how to invest wisely and hold on to resilience! Contact us to learn more.

Most people would say that they own stocks and bonds in their investment portfolio. However, this doesn't tell the full story. We discuss what you?actually?own in your portfolio and hope that you feel even better about your long term investment strategy after watching this!

Most people would say that they own stocks and bonds in their investment portfolio. However, this doesn't tell the full story. Jerry Davidse, CFP? shares what you?actually?own in your portfolio and we hope that you feel even better about your long term investment strategy after watching this! #financialplanning #stocks #bonds #investments #investmentstrategy #ria #financialadvisor