Presidio Wealth Partners
Presidio Wealth Partners is a Houston-based private wealth management and outsourced family office firm founded in 2023, serving high-net-worth individuals, families, business owners, and accredited investors with integrated financial planning, investment management, private investments, and business succession services, backed by Hightower Advisors.
- Company typePrivate
- Founded2023
- HeadquartersHouston, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Presidio Wealth Partners does
Presidio Wealth Partners is a Houston-based private wealth management and outsourced family office firm founded in 2023 by Robert Harris, Scott Bishop, Sarahbeth Pipkin, and Cy Cattan. The firm serves high-net-worth individuals and families, business owners, and accredited investors, providing integrated multi-generational financial planning, estate planning, business succession and exit planning, investment management, private equity and alternative investments access, and retirement income planning. Its proprietary Retirement Income Taxed Efficiently (R.I.T.E. Way®) methodology coordinates retirement, estate, and investment decisions across generations, and the firm positions itself as a collaborative client CFO working alongside attorneys and tax professionals.
The firm's core service offering comprises six integrated practice areas: Family Office Services, Multi-Generational Financial Planning, Business Succession & Exit Planning, Investment Management, Private Deals & Alternative Investments, and Retirement Planning. There is no proprietary technology platform; operations rely on third-party institutional research infrastructure (Morningstar Workstation, Bloomberg) accessed through the Hightower Securities and Hightower Advisors stack. In 2023, Presidio entered a strategic partnership with Hightower Advisors — the nation's #2 Registered Investment Advisory firm per Barron's — providing access to $113 billion in Hightower client assets, institutional research, and a referral network of 128 advisory firms across 34 states.
Revenue is generated through advisory and management fees on assets under management (with securities offered through Hightower Securities, LLC, Member FINRA/SIPC) supplemented by financial planning engagement fees. Pricing is not publicly disclosed and is negotiated individually based on client asset levels and service complexity. The firm maintains a single Houston headquarters at 952 Echo Lane, Suite 460, serves clients nationwide via the Hightower network, and is privately held by its founding partners with no external venture capital or private equity ownership evidenced in the data.
Presidio Wealth Partners firmographics
Firmographics- Name
- Presidio Wealth Partners
- Legal name
- Presidio Wealth Partners
- Website
- https://presidiowp.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Presidio Wealth Partners is a Houston-based private wealth management and outsourced family office firm founded in 2023, serving high-net-worth individuals, families, business owners, and accredited investors with integrated financial planning, investment management, private investments, and business succession services, backed by Hightower Advisors.
- Ownership category
- akta.pro rank
Presidio Wealth Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
- akta.pro secondary industries
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Single-Family Offices (SFOs) (FSAAADAA)
Keywords
Where Presidio Wealth Partners is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Presidio Wealth Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Advisory/Management Fees: The firm generates revenue through advisory fees, likely charged as a percentage of assets under management (AUM). Securities are offered through Hightower Securities, LLC, a Member FINRA/SIPC, suggesting an AUM-based fee structure typical of registered investment advisors.
- Financial Planning Services: Comprehensive financial planning services provided as part of the holistic wealth management offering, potentially generating fee-based revenue for planning engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom fee structure based on client asset levels and service requirements |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Presidio Wealth Partners product offering
Product offeringCore offering
Presidio Wealth Partners is a boutique family office and wealth management firm providing integrated financial advisory services to high-net-worth individuals, families, and business owners. Its six core service lines are Family Office Services, Multi-Generational Financial Planning, Business Succession & Exit Planning, Investment Management, Private Deals & Alternative Investments, and Retirement Planning. The firm delivers these under a strategic partnership with Hightower Advisors, which provides institutional research infrastructure, technology, and capital backing.
Product overview
Presidio Wealth Partners is a wealth management firm offering a unified suite of six integrated services: Family Office Services, Multi-Generational Financial Planning, Business Succession & Exit Planning, Investment Management, Private Deals & Alternative Investments, and Retirement Planning. The firm acts as a comprehensive financial advisory practice, providing holistic wealth management that integrates all these services to serve high-net-worth families, business owners, and executives.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Services Outsourced family office services that integrate a team of vetted multi-disciplinary advisors into a collaborative environment and advisory board to help HNW clients make decisions aligned with their overall financial plan.
- Multi-Generational Financial Planning Strategic, holistic financial planning process that identifies customized solutions for managing multi-generational assets, estate planning, business succession, charity and family foundation planning, advanced planning, and risk management.
- Business Succession & Exit Planning Guidance throughout the business life cycle identifying specific strategies for key-person plans, buy-sell agreements, succession planning, exit strategies, and timeline management for selling to next generation, employees, financial buyers, or strategic buyers.
- Investment Management Investment advisory approach that sets goals and objectives, creates Investment Policy Statements, reviews current portfolios, and makes informed investment decisions with monitoring, utilizing research tools such as Morningstar Workstation and Bloomberg. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC.
- Private Deals & Alternative Investments Strategic diversification through private deals and alternative investments including private equity, venture capital, hedge fund solutions, special situations, private credit, and real estate/infrastructure investments through third-party managers.
- Retirement Planning (R.I.T.E. Way®) Holistic retirement planning process using the Retirement Income Taxed Efficiently (R.I.T.E. Way®) methodology to coordinate estate, retirement, investment, and business succession objectives while maintaining wealth throughout retirement.
Companies that use Presidio Wealth Partners
Customer profileSegments3 records
Ideal customer profiles3 records
Presidio Wealth Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Presidio Wealth Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Hightower AdvisorscoreIn 2023, Presidio Wealth Partners formed a strategic partnership with Hightower Advisors, the nation's #2 Registered Investment Advisory firm (per Barron's). This partnership provides access to $113 billion in AUM, institutional research infrastructure, and a network of 128 advisory firms across 34 states. Hightower provides technology, capital, and human resources while Presidio maintains its boutique advisory approach.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Presidio Wealth Partners competitors and assessment
Company assessmentBroad incumbents
- Focus Financial Partners: Strategic roll-up platform for independent RIAs and wealth advisory firms. Operates as a parent/partner structure broadly comparable to Hightower's role for Presidio, with similar partnership economics.
- Bessemer Trust: National multi-family office serving ultra-high-net-worth families with investment management, estate planning, and family governance services. Operates at a higher AUM threshold but competes for the same multi-generational client niche.
- Hightower Advisors: Presidio's strategic parent/partner firm and the nation's #2 RIA per Barron's with $113B AUM and 128 partner firms. Hightower provides the institutional platform, research, and compliance backbone that Presidio leverages, while also competing for the same HNW clients nationally.
Direct peers
- Ronald Blue Trust: Boutique wealth advisory and family office firm offering multi-generational planning, estate and tax planning, and business succession services to HNW families — directly comparable to Presidio's service stack and target client.
- Creative Planning: Large independent RIA offering family office, multi-generational planning, business succession, and private deals to HNW families. Directly comparable to Presidio in service breadth and target client, but at significantly greater scale.
- Halbert Hargrove: Long-standing Houston-headquartered wealth advisory firm providing family office services to HNW individuals and multi-generational families. Most direct geographic peer competing for the same Houston HNW market.
- Carson Group: Advisor-focused platform serving HNW clients through affiliated advisory firms, with comparable wealth management, business succession, and retirement income planning offerings.
- Mariner Wealth Advisors: National wealth advisory and outsourced family office firm serving HNW families and business owners with integrated financial planning, investment management, and tax/estate services. Closely mirrors Presidio's integrated service model.
- Edelman Financial Engines: Large independent RIA offering financial planning, investment management, and retirement income planning for HNW families. Comparable integrated planning and fee-based AUM model.
- Mercer Advisors: National RIA specializing in comprehensive wealth management, tax planning, estate planning, and family office services for HNW households and business owners. Directly competes for the same HNW Houston/Sunbelt client base.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Presidio Wealth Partners social profiles
Digital presencePresidio Wealth Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Presidio Wealth Partners leadership team
Management profileNumber of profiles
Profiles19 records
Presidio Wealth Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Presidio Wealth Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Presidio Wealth Partners
What does Presidio Wealth Partners do?
Presidio Wealth Partners is a boutique family office and wealth management firm providing integrated financial advisory services to high-net-worth individuals, families, and business owners. Its six core service lines are Family Office Services, Multi-Generational Financial Planning, Business Succession & Exit Planning, Investment Management, Private Deals & Alternative Investments, and Retirement Planning. The firm delivers these under a strategic partnership with Hightower Advisors, which provides institutional research infrastructure, technology, and capital backing.
Is Presidio Wealth Partners a public or private company?
Presidio Wealth Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Presidio Wealth Partners founded?
Presidio Wealth Partners was founded in 2023. It employs 1 to 10 people.
Where is Presidio Wealth Partners based?
Presidio Wealth Partners is headquartered in Houston, United States, in the North America region.
How does Presidio Wealth Partners make money?
Two revenue lines are on record. Advisory/Management Fees are the primary driver. The others are financial Planning Services.
Who are Presidio Wealth Partners's main competitors?
Broad incumbents on record are Focus Financial Partners, Bessemer Trust and Hightower Advisors. Direct peers are Ronald Blue Trust, Creative Planning, Halbert Hargrove, Carson Group, Mariner Wealth Advisors, Edelman Financial Engines and Mercer Advisors.
Does Presidio Wealth Partners have an API?
No public API is recorded for Presidio Wealth Partners.
What industry is Presidio Wealth Partners in?
Presidio Wealth Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 523940 and its SIC code is 6282.