Presidio Capital Management

Highly Trained, skilled and dedicated team of professionals.

Services
What We do as Financial Planners

We help people who have achieved or are close to achieving financial independence. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and formulate a strategy to empower you to live your best life.

Most people know how to save, few know how to effectively generate lifetime income from their portfolios. We can help you design and implement a sustainable income strategy  for you and your family.

We believe an effective tax plan and strategy are a cornerstone of any financial plan. We utilize the most advanced tax strategies to help you mitigate your annual tax bill.

A properly designed and executed estate plan can ensure that your assets and desires are carried out when you’re no longer around. Our advisors will not only help you understand the legal and tax requirements of transferring wealth but will also create a strategy to maximize your wealth transfer.

Financial
Freedom

About the Firm

Presidio Capital Management is a full-service Registered Investment Advisor with headquarters in San Diego, CA.

We believe in taking a life approach to your financial plan and using a mathematical approach to answering financial questions. 

Fiduciary

CFP® & CFA® Professionals

Fee-Only

Our Approach

Life First

It is important to remember that Money is Not Real… It is a Means to an End.  We are here to help plan what you do with your money so you can Live Your Best Life!

It's Just Math

There are many opinions out there in the marketplace of what financial decisions you should make.  However, the right thing to do is not an “opinion”.  It is simply a mathematical formula that will lead to the result you are seeking.  We are here to help!

Portfolio Management

Once you have created your financial plan it is imperative that you make the right investment decisions and manage those investments with a cohesive strategy that keeps your plan on track!  This is exactly what we do for our clients.

Contact Us

(858) 461-4959

12626 High Bluff Dr. Suite 440, San Diego CA 92130

info@presidiocm.com