The Racen Wealth Management team deeply values our relationships with our clients. We appreciate their confidence and trust, as well as their kind words shared below. 

Peter is our 401k advisor. He is SO helpful and thoughtful to my employees, he seeks to educate my workforce and increase their overall financial health and well-being! He comes to EDI often to educate my workforce (whether they are current plan participants or not) on a variety of topics.

Sherri Redmon, Director of Human Resources and Safety
Environmental Dynamics International


He gets it.  He’s not just selling insurance. He’s selling protection for my business and my family and helping me understand where I need to go and what I need to do to protect that business.

Peter has been fantastic.  I wish I’d connected with him many years before, - his ability to understand my needs, and understand it from a business owner’s perspective, and make me get stuff done, has been invaluable.

Bruce Williams, President
US Tool Group


Meeting people so often that are trying to stand in my shoes, they really don’t have the experience to do that.  When I look on the other side of the desk and I see someone that has sat in my chair, that’s really where the difference comes into it.  Peter had encountered many of things that I’ve encountered, and things I may encounter in the future, so he’s able to provide us with guidance and to understand where some of the pitfalls may be moving forward because he’s already navigated those roads.

Larry Pratte, President 
Midwest Embroidery Supplies


Peter had a unique experience because Peter came from a family business, went through the process of selling that business, and then moved into the career working with Northwestern Mutual.

For me, it was meaningful that every time I met with Peter it wasn’t like he was trying to move me in a certain direction, or encouraging me to purchase something, he was there to listen to me, oftentimes he would walk away with several things that he needed to research and bring back to me, which was really great. It was unique that there was not pressure, it fact there was just listening, and forward movement.

Glenn Kraft, President
Kraft Partners, LLC


The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Racen Wealth Management

Peter Racen, CFP®, CLU®, ChFC®, CASL®, AEP®

Racen Wealth Management


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