Praesidium Wealth Management is a wealth management firm located north of Boston that assits its clients to navigate through life’s many crossroads.

We bring a disciplined, methodical, and customized approach to our wealth management and financial planning process. Our exceptional service for clients has enabled us to develop lifelong relationships that are now assisting second and third generations.

We welcome the opportunity to serve as your trusted advisor.

Michael Klonsky is the host of Everything Money on the Money Matters Radio Network.

Five Star Wealth Manager Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,362 Boston wealth managers were considered for the award; 713 (31 percent of candidates) were named 2013 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit

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Last Updated: 10/25/16

This communication strictly intended for individuals residing in the states of AR,CA,CO,CT,FL,GA,IL,MA,ME,MI,NH,NJ,NY,PA,RI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
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