Praetego (pruhtaygo): Latin, to protect

Your current
lifestyle

Your future
needs

Your family
legacy

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Financial Planning

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Investment Management

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Tax Strategies

We founded Praetego as a bespoke private wealth management firm to help successful people gain clarity and confidence around their financial decision-making by providing them with objective, thoughtful advice and best-in-class solutions.

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We take a collaborative approach in partnering with you to understand your current and future capital needs.

We’ll help you consider your options in determining the best and most efficient way to allocate your resources to pursue your financial objectives.

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There are risks along any path towards a better financial future, and our planning process will help protect you

– and alleviate any anxieties as we guide you through changes and choices in your life.

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We welcome the opportunity to meet with you to learn about your financial situation and discuss how Praetego Private Wealth can help navigate your road ahead.

Contact Us

Your Advisors

With our CFP and IRS EA credentials, we bring a differentiated knowledge base for planning, taxation, and investment solutions.

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Your Plan

By focusing on you as an individual, we tailor a financial plan to meet your current needs and adjust it as those needs evolve over time.

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