Praesagio Partners, LLC
Information by Research TrustFinance
Praesagio Partners, LLC is an independent wealth management firm registered as an investment adviser with the state of Florida. The firm specializes in providing comprehensive, fee-only financial planning and investment management services tailored to individuals, families, and business owners. Their approach emphasizes creating customized strategies that align with clients' unique financial goals, covering aspects like retirement planning, risk management, and portfolio management, all while operating under a fiduciary standard to act in their clients' best interests.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial