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Zac Ritchey, CFP®

Partner, Managing Director

Years of Experience: 10 years

Educational Background:

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

Designations:

Completed CRP Board Registered Program
Zac is a CERTIFIED FINANCIAL PLANNER ^TM

Other Notable Information:

Zac assists families with complex wealth in avoiding unintended consequences of critical decisions. He works with business owners and entrepreneurs to assist with multi-generational wealth transfer planning, sale transactions, complex cash flow and tax planning and intentional philanthropic planning.
In 2022, Zac was recognized in Forbes Magazine as a Top Next-Gen Wealth Advisor, he is rated #26 in America and #1 in Nebraska
He proudly supports a variety of organizations, including Juvenile Diabetes Research Foundation, Crohn’s & Colitis Foundation, and Habitat for Humanity.
Originally from Atlanta, Zac now resides in Omaha, NE with his wife, Sarah, and their German Shorthaired Pointer, Georgia. He enjoys being an active member in his country club, upland bird hunting, deer hunting and fishing.

Investment Advisory Services offered through Private Wealth Asset Management
411 6th Ave. SE, Suite 360, Cedar Rapids, IA 52401
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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