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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 the clients time to pursue what matters most.