Monthly Recap – November 2024
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
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.
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
November 20, 2024
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...
November 13, 2024
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...