Praetego Private Wealth
Run a free full auditContact Information
-
Address
1805 Cypress Brook Dr Suite 103
New Port Richey, FL -
Phone
(727) 788-4700 -
Website
praetegoprivatewealth.com
Location
About Praetego Private Wealth
Praetego Private Wealth is a wealth management firm in New Port Richey, Florida. The firm provides financial planning, investment management, and tax strategies to retirees, business sellers, and inheritors throughout Trinity, Lutz, and West Pasco. With a 5.00 rating, the firm focuses on helping clients protect and grow their wealth while navigating complex financial decisions.
Founded in 2022 by Dustin Cali and Daniel Ventura, the firm was established as an independent alternative to traditional banking structures. The advisors previously spent a decade working together in the Private Client Group at J.P. Morgan, serving high-net-worth clients. The firm offers comprehensive services encompassing investment, retirement, insurance, tax, income, and estate needs. By utilizing the expertise of professionals holding both CFP and IRS EA credentials, the team provides a differentiated knowledge base for planning, taxation, and investment solutions. Their approach is collaborative and bespoke, aiming to provide clarity and confidence through objective, thoughtful advice.
The office is located on Cypress Brook Drive, about a half-mile from Trinity Elementary School and a short drive from Fox Wood Resident Park.
The firm is recognized for its high level of professional expertise, as its founders hold the Certified Financial Planner designation, a top industry credential requiring rigorous education, ethics, and standardized examinations. Praetego Private Wealth is known for its commitment to acting as a fiduciary and advocate for its clients, utilizing a strong moral compass to manage financial risks such as market volatility and inflation.
Praetego Private Wealth provides credentialed guidance and personalized financial planning for individuals seeking to secure their family legacy in New Port Richey.
Score Summary
BizScoreAI scanned the website praetegoprivatewealth.com on July 8, 2026. Praetego Private Wealth has a BizScore of 36 out of 100.
- AI Visibility12 out of 100
- SEO56 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 0 of 25 points, Structured Data 0 of 25 points, Content Readiness 7 of 30 points, AI Trust Signals 8 of 20 points.
Website audit sub-scores (out of 100): On-Page 48, Technical 61, Performance 71, Content 43.
Strengths: 3 checks passed. AI Content Blocking, AI-Parseable Headings, About/Team Page.
Areas to improve: 13 checks. llms.txt (failed), AI Crawler Access (failed), Structured Data (failed), Google Business Profile Link (failed), LocalBusiness Schema (failed), Third-Party Review Links (failed), Q&A Content (failed), Content Too Thin (failed), Hyperlocal Targeting (warning), Local Multimedia (warning), Meta Description (warning), XML Sitemap (warning), Author Signals (warning).
More Businesses in New Port Richey, Florida
- Coastal Tile Installation inc.BizScore 80
- Gizmo Pros - Cell Phone Repair, Computer Repair & Game Console Repair In Holiday, Newport Richey, Tarpon Spring of New Port RicheyBizScore 76
- LifeStance Therapists & Psychiatrists of New Port RicheyBizScore 72
- NavSav Insurance - Port RicheyBizScore 72
- Tire Choice Auto Service Centers of New Port RicheyBizScore 71
- Anclote RestorationBizScore 71
- NavSav Insurance – New Port RicheyBizScore 71
- Rosewood RoofingBizScore 71
- Helping Hands Superior Care llcBizScore 70
- The Joint Chiropractic of New Port RicheyBizScore 70
Browse: Businesses in New Port Richey, FL · Wealth Management in Florida · Businesses in Florida
AI engine reads
Read by AI engines 2 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this businessContact Praetego Private Wealth
Ways to improve this score
Run a free full auditWe improve your AI Visibility, SEO, and Local SEO scores as far as your current website allows.
Boost This Listing
Get a gold badge, photo gallery, and more.