Praetego Private Wealth
1805 Cypress Brook Drive, Trinity, Florida, United States
About the Praetego Private Wealth
Praetego Private Wealth is a bespoke private wealth management firm located at 1805 Cypress Brook Drive in Trinity, Florida, United States. Our mission is to help successful individuals gain clarity and confidence in their financial decision-making by providing objective advice and top-notch solutions.
We take a collaborative approach to understand your current and future capital needs, helping you allocate your resources efficiently to achieve your financial goals. Our planning process is designed to protect you from risks and alleviate any anxieties as we guide you through life's changes and choices.
Our team, with CFP and IRS EA credentials, offers expertise in planning, taxation, and investment solutions. We tailor financial plans to meet your individual needs and adjust them as your circumstances evolve over time.
As a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC, we offer securities and advisory services to help you navigate your financial journey. We invite you to meet with us to discuss how Praetego Private Wealth can support you on the road ahead.
Photos of Praetego Private Wealth
1805 Cypress Brook Dr Suite 103, Trinity, FL 34655, United States
Opening hours of Praetego Private Wealth
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Praetego Private Wealth
"These guys at Praetego Private Wealth are great at what they do. I met Dustin Cali in 2015 when he worked with Chase Bank as an Investment Advisor. When he and Daniel left Chase and opened their own company I stayed in touch with Dustin and watched as Praetego Private Wealth evolved. In 2023 we contacted Dustin and he put together an investment portfolio for us that is more flexible and comprehensive than anything that we could have had at Chase Bank. My wife and I have great trust in Dustin investing our money. Dustin is knowledgeable, patient, thorough, personable and conscientious. And he can give tax advice. They have all the tools and resources that the big name investment houses have to offer. Opening and funding an account was made easy by Dustin and his staff. I even opened a second account and rolled over my 401k into an IRA. Super easy."
"I was looking for a safe investment with higher returns than a savings account, and I found exactly that at Praetego! Daniel was very knowledgeable, and made everything very easy to understand during his presentation. Overall, a very satisfactory experience that I would recommend to anyone looking for an advisor!!"
"The best decision that I've ever made was too work with Praetego. Their amazing team gives me comfort knowing that my money is in good hands. I would recommend anyone to use their services. Thank you Praetego!!"
"It’s refreshing to come across two people that genuinely care about their clients. Daniel and Dustin always make time for me, regardless of how trivial my questions may be. I always leave feeling comforted and knowing I made the right decision housing my family’s future with them."
"Very in-depth explanations of each and every move they are making, and how our financial situation has happened. Details of what the best move should be, and the possibilities that may happen. We have known both gentlemen from this organization for many years, and we trust both as if they were absolute best in the industry. I would give 6 stars if we could! Thank you gentlemen, as actions speak louder than words!!!"
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