Praetego Private Wealth was founded to offer our clients comprehensive financial planning that encompasses their investment, retirement, insurance, tax, income and estate needs and goals. We are an independent firm*, meaning we do not report to a corporate headquarters whose agenda puts shareholders ahead of clients. Our independence gives us the freedom and flexibility to tailor our recommendations by accessing unlimited solutions from industry-leading and highly specialized sources. Our objective is to help our clients preserve their wealth and give it the sustainability they need for generations to come.
* Praetego Private Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC; however, we own 100% of our independent firm. To provide our clients with the services we offer, we are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser.