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.