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/

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!

08/28/2026

Sitting on an old Rollover IRA that’s just hanging out in basic index funds? You don’t have to sell off your favorite investments to switch them into a tax-free Roth IRA! By using a cash-flow strategy on the assets you already own, you can let the earnings cover your tax bill and lock in tax-free growth forever!

You spent 20+ years building your business. Don't let the exit be the least planned year of your financial life! Educati...
08/27/2026

You spent 20+ years building your business. Don't let the exit be the least planned year of your financial life! Educational content only, not personalized financial, tax, or legal advice. Roth conversions have tax consequences specific to your situation!

Here are 2 reasons on why people love a Roth IRA:1) 100% Tax-Free Growth: Every single dollar your investments make is y...
08/26/2026

Here are 2 reasons on why people love a Roth IRA:

1) 100% Tax-Free Growth: Every single dollar your investments make is yours to keep

2) Ultimate Flexibility: Withdraw your original contributions whenever you want, penalty-free and tax-free.

08/24/2026

Clear vision leads to real growth. Let’s bring your money into sharp focus!

08/21/2026

The dream isn’t just retiring it’s hitting the course on a Friday morning without a single worry! Take care of your retirement today!

If numbers, market updates, or retirement goals start feeling overwhelming, take a deep breath. You don’t have to naviga...
08/19/2026

If numbers, market updates, or retirement goals start feeling overwhelming, take a deep breath. You don’t have to navigate it alone. I’m here to take the guesswork out of the process, build a clear roadmap, and bring peace of mind back to your finances.

Slow Saturday mornings call for a delicious, nourish-your-body breakfast! Starting the weekend off feeling fueled and en...
08/15/2026

Slow Saturday mornings call for a delicious, nourish-your-body breakfast! Starting the weekend off feeling fueled and energized. Happy Saturday!

Stop giving away your investment growth to taxes. When you invest through a Roth IRA, you pay taxes upfront on the money...
08/14/2026

Stop giving away your investment growth to taxes. When you invest through a Roth IRA, you pay taxes upfront on the money you put in!

Address

141 Fernwood Drive
Glenview, IL
60025

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