Praetego Private Wealth - Trinity, Florida

Tequila B.

I have engaged the services of a Financial Planner for several years; however, I recently opted to seek one located nearer to my residence. Following extensive research, I discovered Daniel and his firm. Initially, I was hesitant to entrust my finances to an individual I had only encountered through an online search. Nevertheless, after my meeting with Daniel, I became confident that I had made the right decision.

lynda R.

Dustin was informative and very patient with assisting me to transfer my accounts. He provided me with a portfolio analysis that simplified my understanding of my current and future financial needs. He also provided tax information, and will do my future taxes. I would highly recommend Praetego Private Wealth.

Elsie M.

Daniel has managed our funds for over 10 years. His services and abilities are something you don't come across often these days: honesty, solid communication, and genuine friendliness. Simply put, he knows what he is doing, and he does it well. He will always make himself available to you to explain things clearly, remind you of the importance of other items, and make sure you are happy and comfortable with how you are investing. He continuously keeps up-to-date on how we are tracking towards our plan and makes consultative suggestions when needed. With his support and expertise, I am confident in my family's financial future.
Thank you, Dan, for everything you've done over the years ( and the solid returns).

Bert O.

Daniel has helped me with my financial strategy since I moved to Florida almost ten years ago, and through the years has become a real friend. When he began Praetego and invited me to move my investments I did so with no hesitation, and it has been the wisest financial decision I’ve made. I met Daniel’s associate, Rob, today when he did my taxes, and he was great; he’s looking into past filings for errors in my favor.

They care. They know what they’re doing. And they do it all well.

Bella G.

These guys were very professional and it’s a nice atmosphere walking in. I was greeted with a warm welcome from Thomas, and he offered me a water while I waited for my advisor. Daniel and Dustin made me feel like my business was valued and I greatly appreciated that. I will be recommending to friends and family.

Edward L.

Daniel has been the person with whom I trust my money for several years. His knowledge is extensive, his credentials impeccable and his communication skills and ability to convey that knowledge, in my opinion, is without match. I highly recommend him

barry C.

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.

Tara K.

Our small business signed up with the Praetego team this year for accounting and tax services and are extremely impressed! Over the course of our five years in business, we have yet to feel confident in maximizing our funds and minimizing what is rightfully owed to the IRS. We have worked with Robert Wood over the past few months and he has cleaned up our books and put us in a great position for this year’s filing. Highly recommend this team for your accounting and tax needs!