Approach

The culture of our firm is
relationship-based and family-oriented

Our initial consultation is complimentary to understand what level of engagement will be most appropriate to fit your needs.

Our Offerings

At Praetego Private Wealth, we use an open architecture platform, which allows us to identify and source solutions from a wide range of best-in-class investment and service providers.

Open Architecture

Large financial institutions have a lot of clients, and that means they need a scalable product. As a result they utilize portfolios that are centrally managed by them and many times with their own brand's proprietary funds. As private practitioners, we represent our clients, not shareholders. To manage client investments we leverage an open architecture platform to source all of the best offerings in the market, not limiting ourselves to a single firm offering.

Private Markets

Private Equity, Private Credit, and Private Real Estate represent an attractive opportunity for growth and an important component for diversification within a portfolio. Unfortunately, retail financial institutions cannot access these markets. Our firm leverages an institutional investment platform to access these markets on your behalf, which is typically only reserved for pensions, foundations, and large charitable organizations.

Facing uncertainties and risks, you can achieve better outcomes through effective, integrated financial planning.

This is the financial planning process but should you not need financial planning we have a la carte service available to meet your specific needs.

Our Offerings

Our Six
Step Process

Through an in-depth interview, we get to know and understand your unique goals and personal values.

We gather all pertinent financial data to custom build your personal plan.

Analyzing your current situation, we develop a set of comprehensive solutions to help you pursue your financial and investment objectives.

We provide a detailed review of your plan, explaining all recommended strategies and solicit your input to ensure everything aligns with your expectations.

We move ahead by executing the strategies and solutions in your plan.

We monitor your plan regularly and make any required adjustments when necessary.

Our Six
Step Process

Through an in-depth interview, we get to know and understand your unique goals and personal values.

We gather all pertinent financial data to custom build your personal plan.

Analyzing your current situation, we develop a set of comprehensive solutions to help you pursue your financial and investment objectives.

We provide a detailed review of your plan, explaining all recommended strategies and solicit your input to ensure everything aligns with your expectations.

We move ahead by executing the strategies and solutions in your plan.

We monitor your plan regularly and make any required adjustments when necessary.

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