Acquisition Synergy The OneDigital acquisition of Presidio Wealth Management creates a unified platform and client base, enabling cross-sell of retirement planning, employer-sponsored benefits, and family wealth services to Presidio clients and leveraging OneDigital's broader employer network.

Family Focused Differentiator Presidio's Families Index delivers a goal-driven wealth management proposition that resonates with families seeking long‑term financial outcomes, offering opportunities to cross-sell estate planning, succession planning, and family governance services to current and prospective clients.

Scale Opportunity With a lean team, Presidio can accelerate growth through technology-enabled onboarding, automated reporting, and outsourced operations, expanding service lines without a proportional increase in headcount while maintaining high-touch client service.

Strategic Partnerships The current structure through Triad Advisors and OneDigital Advisor channels presents room to broaden product offerings, custodial relationships, or white-label capabilities and to tap partner networks for referrals and practice management support.

Regional Growth Located in Salt Lake City with access to OneDigital's national platform, the firm can pursue Utah-based family offices and local SMB retirement plans, creating a gateway for regional expansion and cross-selling within an existing ecosystem.