Our firm’s story began over twenty four years ago.

History of Presidential Wealth Management


We’re now is our second quarter-of-a-century as a firm. But even more important than the number of years is the real-world experiences and values that bring our team together.


Presidential Wealth Management was originally started as Presidential Brokerage Inc., in 1991 by our founder, Dan Lempe. Over the ensuing years he steered the company through many global storms and rough economic times—bear markets, tech bubbles, banking implosions and global debacles.


What our team’s leadership saw as it looked at the financial landscape was the opportunity to help thousands of families with the respect, strategies, and commitment which mainstream America had never had access to before.


Our goal became—and ardently remains—to become a trusted, responsible, respectful source for financial guidance.