About
Presidio Capital Management
Build. Transition. Thrive.
At Presidio Capital Management, we help successful individuals, entrepreneurs, and business owners design a life of greater freedom, purpose, and lasting impact. Based in Southern California, we’re an independent, client-first wealth management firm specializing in sophisticated financial strategies that integrate business and personal wealth into one cohesive plan.
Whether you're scaling a company, preparing for a liquidity event, or transitioning into retirement, our team delivers custom-built financial solutions designed to simplify complexity and unlock possibilities. Our comprehensive services include investment management, tax planning, business exit planning, retirement and estate strategies, and coordinated guidance across all aspects of your financial life.
Founded in 2012 by Dustin TenBroeck, CFP®, Presidio Capital Management offers the high-touch, proactive experience of a "family office" without the overhead—supported by a team of professionals who know your world and wha
Private company
HQSan Diego, United States IndustryFinancial Services