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Zac Ritchey, CFP®

Partner, Managing Director

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Years of Experience:

12 years

Educational Background

B.S., Financial Planning and Financial Management,
from Western Kentucky University, Honors College,
Summa Cum Laude Ogden Scholar Award

Designations/Certifications/Classes

Completed CFP Board Registered Program
Certified Financial Planner (CFP®)
Life & Health Insurance Licensed
Series 65 – Uniform Investment Adviser

Community Involvement

Other Notable Information

Zac serves as Lead Advisor and Managing Director for Private Wealth Asset Management. His passion around financial planning started early in life when he took a Dave Ramsey course in high school. Defining the fundamentals of personal financial planning grew into a college study at Western Kentucky University (WKU) Honors College, a Top-20 Financial Planning Program ranked by WealthManagement.com. His desire for learning led him to earn Western Kentucky’s Ogden Scholar, WKU’s valedictorian award, and Top Financial Planning senior award. Since then, he has been recognized in two past Forbes awards. He continues to commit to lifelong learning and strive for financial literacy to be integrated in secondary and higher education.
Outside of work, he is happily married with one amazing son and dog. He enjoys the outdoors, fishing, hunting, and golfing. He serves on the board of Child Saving Institute and enjoys being involved in various philanthropic efforts.

Investment Advisory Services offered through Private Wealth Asset Management
1100 Capitol Avenue, Suite 200, Omaha, NE 68102

www.privatewealth.com

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Private capital and pre-IPO investments are not registered with the Securities and Exchange Commission or any state securities regulator. These investments are generally considered to be long-term, illiquid investments which sometimes carry minimum holding periods and a market for sale or liquidation may not be readily available. Liquidation prior to the end of an investment term generally yields less than originally invested. These investments are subject to special suitability requirements and screening. This process may result in you not being selected as an investor.

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Private Wealth provides some of these services directly. In cases where it does not, Private Wealth will collaborate with outside service providers to create solutions for the client. Services provided by PW are described in Form ADV Part 2A and the client’s Financial Services Agreement. In the event Private Wealth uses other providers, the client will pay that provider directly. This is in addition to any advisory fees the client pays to PW. PW may have pre-existing business relationships with selected service providers; PW does not receive any referral fees, percentages of payments by clients to service producers, or any other form of compensation associated with selection of a particular service provider.

The Forbes Top RIA Firms 2024 rankings (as of 03/31/2024, published October, 2024), provided by SHOOK®Research, LLC. are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.  Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.

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