FPF 168 - Happy Thanksgiving

As we celebrate Thanksgiving, Jerry Davidse reflects on a year of change, resilience, and growth — from navigating market volatility to celebrating the successes of Presilium’s clients. Jerry shares his gratitude for the trust clients place in the team and the many introductions received this year, while looking ahead to an even brighter 2026.At Presilium Private Wealth, our mission remains clear: to provide the most exceptional wealth management experience and to continue building a legacy of trust, excellence, and care for every client we serve.Key Takeaways:💼 We were well-prepared for market volatility in 2025.🌟 Client success stories are what drive our work at Presilium.🤝 Our team continues to grow with the addition of Colin and Crystal.📈 Over 100 new client introductions this year — thank you for your trust.🏛️ Our goal is to provide the greatest wealth management experience possible.💡 We’re focused on retirement, business growth, and legacy protection.🎯 Looking forward to an amazing and opportunity-filled 2026.🙏 Wishing all clients, partners, and friends a wonderful Thanksgiving.From all of us at Presilium Private Wealth — thank you for your trust, your introductions, and your continued partnership. 🍁 Here’s to a season of gratitude, growth, and great things ahead in 2026.--------Connect With Jerry: Jerry Davidse, CFP®CEO, Presilium Private WealthEmail: [email protected]: https://www.linkedin.com/in/jerrydavidse/ Meet Jerry: https://www.presiliumpw.com/team_member/jerry-davidse-cfp/#bio--------This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision.Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.