Broker Check
Presidio Wealth Management

Building Wealth

Proactive Financial Planning and Investing for Medical Professionals and Affluent Families

At Presidio Wealth Management, we largely work with medical professionals in the greater Salt Lake City, Utah area. These professionals are often so busy that they don’t have the time to focus on their financial strategies and make the most of their income, whether it’s mitigating taxes or investing for the future.

Our goal is to help you create meaning and purpose with your wealth. By guiding you through your many options for maximizing your income and savings, we aim to help you build your wealth so you can pursue financial independence.

Investment Management

As an investor, you want to be armed with a strategy that protects your portfolio against market volatility. This type of strategy requires ongoing monitoring and portfolio adjustments. We utilize research and a statistical trend following model, which guides us through market trends in order to proactively target growth and manage risk. Our primary focus is to help you capitalize on market growth while implementing protective measures when the market is falling.

Through strategically timed intervals, we regularly monitor and make adjustments to your portfolio to reflect current market conditions. This approach is called Advance & Protect. Through this process, you can rely on us to do the heavy lifting of your portfolio management, allowing you more time to focus on your passions in life.

Financial Planning

Using a wealth management system called WealthVision, we aggregate all of your assets into one place, whether we manage them all or not. Once we have a complete view of your financial picture, we can more accurately plan for you. Through this process, we identify any gaps in your coverage, evaluate your immediate and long-term needs, and create a strategy that ties together your many strategies, from investment management to tax planning to retirement planning.

Benefits Plan Optimization

Executive compensation packages and employee benefit plans offered by your employer are a great way to save for retirement. However, selecting the best options and maximizing contributions can cause uncertainty. We can help you understand how your retirement plan works, how to optimize benefits, and coordinate your plans with your other investment strategies.

Cash Flow Analysis

Many young professionals - particularly high earners with advanced education, such as doctors - are focused on growing their family and careers while paying off school loan debt. We develop debt management tactics that strive to improve your cash flow, which may include refinancing, consolidation, or changes in tax withholding.

Tax Planning

Many people want to reduce their taxes as much as possible as they plan for their retirement and create a tax-efficient income stream. While decisions are rarely made solely on a tax impact, it is important to have a working knowledge of the income or estate tax issues and costs involved. A major goal of tax planning is minimizing federal income tax liability. This can be achieved by reducing taxable income, deduction planning, investment tax planning, and year-end planning strategies. Working with your CPA, we can help you determine appropriate ways to minimize taxes.

College Planning

A common concern among families is determining how they will pay for their children’s college expenses while balancing their own retirement planning. We can help you evaluate funding and savings options (such as 529 Plans or education trusts), and create an education strategy tailored to your goals.

Life Insurance

With life insurance, not only can someone protect loved ones, but there are also tax benefits with certain policies. With access to a number of different life insurance options, we strive to find the most up-to-date, efficient, and cost-effective programs for you based on your unique needs.