
Second Quarter Investment Report – 2025
July 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
As a business owner, entrepreneur, and Family CFO, Peter Racen values sharing his expertise to create a comprehensive wealth management plan for his clients.
Having been on the other side of the table, Peter understands first-hand the perspective of business owners and executives. The first 21 years of his professional career were working in a family-owned business that was started by his grandfather in 1946. The company grew over the years, but they were also faced with several issues including the unexpected death of his father at a young age. The business was sold successfully to an outside buyer in 1999.
In October 1999, Peter started his wealth management practice with the goal of sharing his experience as an owner of a closely-held family business to help other business owners address the issues his family faced. Peter’s passion remains focused on helping goal-driven entrepreneurs, executives, and high-net-worth individuals to Protect, Promote, and Preserve the Richness of Life™ – giving our clients time to pursue what matters most.
Imagine a world where your financial advisor, attorney, accountant, insurance specialist, and property/casualty advisor all worked together, like a board of directors on your behalf. This is the type of Collaborative Advisory Team approach we take in our practice. For many driven entrepreneurs, executives, and high-net-worth individuals, a Collaborative Advisory Team of professionals is the most effective and efficient way to achieve your optimal financial world. At Moneta, we’re reinventing the way you experience wealth management.
SPECIALTIES: Portfolio Management | Wealth Preservation & Distribution | Wealth Accumulation | Business Planning | Executive & Employee Benefits | Risk Management | Financial Planning | Concierge Services
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Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...