Presidential Wealth Management works for you. 

The eagle's Nest Webcast

Date: September 17th
Time: 2-3 PM, MST

This week's hosts:

Keith Weinman

Dave O’Rourke

Taylor Leary

This Week's topic: Changing Times

With this year’s pandemic and sudden end to the longest bull market in history, Presidential Wealth Management has taken a hard look at the tools and strategies we use to guide your investments.

As you read this, there are large global trends in place that have already begun changing our lives. These trends include the aging of the developed world, the global middle class growing five times faster than the world population, the global electrification of vehicles and “the internet of everything!”

Enter Sofos Investments Inc.

Sofos takes its name from the Greek word for wisdom. It has identified 35 mature companies that have closely aligned themselves to these trends. None of these companies are start-ups. Many have no rivals in their marketing space. Most are brands that you will recognize. They are all using artificial intelligence to become dominant powers as these trends spread globally at a speed that increases every day.

Sofos is actively managed, low cost and totally liquid. It also has a component that can add a fixed income allocation with minimum risk in a proportion of your choice. 

Please join us for our “Changing Times” Eagles Nest Webcast on Thursday Sept 17 and see why it may be in your best interest to consider this exciting and timely investment opportunity.



Do you have questions about your retirement plan? Take our quick questionnaire and you’ve taken the first step.


If your current plans for retirement will fall short, wouldn’t you want to know? We can share our opinions and ideas.


Ensuring financial security takes a plan that is individualized as you are. Only you can describe your goals, but we’re good listeners.


Protect your estate with an up-to-date plan and tax strategies. We can help your family steer past estate problems. 


Your assets are your estate, your life history is your legacy. We can help preserve your family history, traditions, and essential financial information. 


We’ll explain the basics of Social Security, your savings plans, 401k, IRA or pension plan and help you through the planning process. 

Over the years Presidential Wealth Management has educated thousands of people at our educational workshops. At our workshops we review core investing principles and benefits strategies in 90 minutes or less. Our financial advisors are able to answer questions the attendees might have, or you can set up follow-up meetings.


Use our calculators for a quick and painless way to understand what could be included in your plan of action. A copy of the report can be sent to your email.


Our library provides guidance on Social Security, Medicare, taxes in retirement and other issues. All materials are free to you and your friends.

Preparation for the exam in the library


The search for the financial planner to help you develop an investment and estate plan can be difficult and time consuming. The accumulation of wealth, construction and management of a retirement plan, and getting proper estate guidance are all elements of a successful long-term plan. Finding the right financial planner for your needs is one of the most important decisions you will make for your financial well-being.

Presidential Wealth Management will help you create your tomorrow today. 

Presidential Wealth Management is a full-service investment firm that has delivered investment advice, financial management and financial planning services for over a quarter of a century. We service all of Colorado from our offices in Denver, Colorado Springs, and Loveland. We provide financial planning solutions designed to meet the needs of high-net worth clients, middle-class households, and those that are just starting out. If you’re looking for investment advice and guidance, income protection, wealth accumulation or retirement planning, you should talk to one of our financial advisors.


Retirement planning is important but so many of us do not take the time. Many of us are unprepared for retirement.

You don’t have to be a multi-millionaire to have the retirement of your dreams, but you do need to have a rock-solid retirement plan.

At Presidential Wealth Management, our financial advisors have spent almost three decades helping thousands of couples and individuals prepare for retirement with confidence. If you are looking for a financial advisor to help you create or manage your retirement plan, we can help.


Your money and your assets represent your estate. Your legacy is the sum total of a lifetime of experience and memories. You worked hard to build your estate and your legacy should be preserved.

We can help you ensure that your estate is properly handled, and that you and your memories are not forgotten..

Presidential Wealth Management believes strongly in the importance of careful estate and legacy plan. We use Legacy Guide to provide solutions for you and your heirs. Legacy Guide is an easy-to-use browser-based system that helps guide you through each step, including the ability to tell your life story to those who come after you.


Nobody likes taxes but everyone likes to save money.  The tax code is complex, and while recent changes have simplified it, even basic decisions regarding the sale of stocks, or rental properties can have unforeseen—and financially undesirable—consequences. 

Presidential wrote the book on taxes in retirement and we’d be happy to give you a complimentary copy of the latest edition of A Concise Guide to Taxes in Retirement.

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Six Resolutions For 2020 To Improve Your Financial Health (…And Wealth)

In this episode of The Eagle's Nest podcast: 2020 marks the beginning of a new decade. Taylor Leary shares 6 resolutions to help you improve financial health.


Social Security & Medicare classES

PACE Center
November 14 or November 16

Do you need help with retirement planning or wealth management? Have an estate plan concern or looking for the best way to manage a Roth IRA conversion? Come meet with a Presidential Wealth Management financial advisor. We have offices in Denver, Colorado Springs, and Loveland. We can also meet with you in an online meeting. Fill out the form and we’ll be in touch to set-up a time that works best for your schedule.

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