Cenacle Capital Management

Cenacle Capital Management A portfolio containing Oil & Energy stocks is currently paying a 6.91% annual dividend. We manage your IRA or 401(k) so you don't have to!

Accredited Investment Fiduciary. Obsessively independent. “Trust is believing that a person will act in your best interest”. At Cenacle Capital Management, we have a fiduciary relationship with our clients. We put your interest ahead of our own. That’s what builds client trust. We specialize in 401(k) Advice and asset management

We never know the outcome of stock market in any given year; but we do sleep very well each night knowing every decision we make for you is free from conflict of interest. We make our own decisions and each client has our undivided loyalty. No one is whispering in our ear to “move product”. If investment results are not going according to plan, they may be out of touch with reality. Our clients are typically looking for income, a reasonable rate of return, and for someone to manage the investments inside their portfolio. It may mean a few more conversations or email exchanges that other firms might not think is necessary, but that’s what makes your portfolio unique! http://cenaclecapital.com/about-cenacle/why-do-we-exist/

With over 40 years of finance experience, I bring a sharp, proven perspective to managing and protecting wealth! ...
09/26/2026

With over 40 years of finance experience, I bring a sharp, proven perspective to managing and protecting wealth!

Navigating financial markets isn’t about eliminating risk entirely it’s about managing it like a professional! ...
09/24/2026

Navigating financial markets isn’t about eliminating risk entirely it’s about managing it like a professional!

Modernizing your estate plan around a Roth IRA allows funds to continue growing tax-free for as long as you live! ...
09/22/2026

Modernizing your estate plan around a Roth IRA allows funds to continue growing tax-free for as long as you live!

09/17/2026

Doing things today that your 65-year-old self will thank you for (like automating your Roth IRA contributions).

09/10/2026

With over 40 years of experience, I’ve seen almost every market scenario imaginable. Whether you’re trying to max out your Roth IRA, navigate Backdoor conversions, or cut out unnecessary account fees, I’m here to help you make sense of it all.

Drop your biggest retirement or investing questions in the comments below, and let’s get them answered. 💬👇

09/08/2026

Keep in mind these numbers are rough estimates! Your total depends on market returns and the specific investments inside your Roth IRA. But no matter what your portfolio averages one thing stays constant: putting your money to work in a tax-advantaged account will always beat letting cash sit in a bank account!

Clocking out, turning off alarms, and stepping straight into the long weekend!
09/07/2026

Clocking out, turning off alarms, and stepping straight into the long weekend!

How you cover the tax bill on a Roth conversion matters just as much as making the conversion itself!
09/05/2026

How you cover the tax bill on a Roth conversion matters just as much as making the conversion itself!

Smart moves that change the game. Swipe to start growing your wealth today!
09/04/2026

Smart moves that change the game. Swipe to start growing your wealth today!

Put 40+ years of proven expertise to work for you. Let’s make your next move your best one yet!
09/03/2026

Put 40+ years of proven expertise to work for you. Let’s make your next move your best one yet!

Address

141 Fernwood Drive
Glenview, IL
60025

Telephone

(847) 686-4800

Website

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