Praetego Private Wealth offers comprehensive financial planning designed to encompass retirement, insurance, tax, income and estate needs and goals. As an independent firm, we have the freedom and flexibility to tailor our recommendations by accessing unlimited solutions from industry-leading and highly specialized sources.
With our CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent credentials, we bring a differentiated knowledge base for planning, taxation, and investment solutions.
We understand that our clients’ personal wealth represents their life savings – their hard work – their family’s future. And their wealth supports not only their current lifestyle, but it must fund their legacy as well.
This is why we founded Praetego Private Wealth. Praetego means “to protect”! We make sure our clients can preserve their wealth and give it the sustainability they need for generations to come.
We invite you to visit our website www.praetegoprivaewealth.com to learn more. Contact us to schedule an appointment to discuss how we can help you protect your financial future.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 1805 Cypress Brook Dr,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Trinity/Odessa.
- HQ
- Trinity/Odessa, Florida
Praetego Private Wealth Questions
Praetego Private Wealth's website is http://www.praetegoprivatewealth.com
Praetego Private Wealth's LinkedIn profile is https://www.linkedin.com/company/praetego-private-wealth
Praetego Private Wealth has
2 employees.
View email and phone details for 2
employees at Praetego Private Wealth.
Praetego Private Wealth's industry is
Financial Services
Praetego Private Wealth's top competitors are
Dannassales,
Carriagegate Wealth Management,
Coast Investments International,
Triachorn Investments,
Rizzotto Wealth Management,
Praetego:connect,
Commonwealth Capital Corp.,
Praetego Inc.,
Cornerstone Wealth Advisors,
Praetego Tax & Bookkeeping.
Praetego Private Wealth's categories are Financial Services
Praetego Private Wealth's founding year is 2022
