$1.9B Omaha private bank team joins Private Wealth. Meet the team here →

$1B St. Louis private bank veterans leave large bank to join Private Wealth Asset Management. Learn more here →
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Omaha Team

Trusted to manage the Complex Financial Needs

of Families and Institutions.

Preferred for our compassion and dedication.

“Families and institutions want to know they have a team that can solve for complex financial problems. And furthermore, that their team knows their values and intends to stay with them long term. It was obvious Private Wealth was where I needed to be.”

— Zac Ritchey, CFP®

A better approach to private wealth management

for Omaha

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wealth planning

15+ years

Average Client Tenure

wealth planning

500+ years

Combined experience

27+ years

Average Partner Experience

Our Story

Advisor founded to better serve our clients.

Private Wealth was founded to deliver the best possible service for each and every client. Our advisors have an exceptional amount of experience and we have a deep bench to serve clients across the generations seamlessly. We built a better way that puts client interests ahead of all else.

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Our Specializations

Vertical expertise for complex assets.

wealth planning

Wealth
Planning

Consider every angle to protect and grow
your wealth

wealth planning

Investment Management

Take control of your portfolio and leverage a better future

wealth planning

Natural Resources

Investment strategy
to day-to-day management

wealth planning

Endowments & Foundations

Investment management & outsourced CIO services

wealth planning

Business
Transitions

Navigating all aspects of business ownership

Who We Serve

Managing and preserving wealth for

successful families.

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Comprehensive planning TAILORED TO FIT the unique needs of you and your family.

Preserving and growing your family legacy starts with granular planning.

 

We navigate the nuances of family dynamics with grace and respect. Every situation is unique and we invest the time to build empathy and trust.

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Circle of Services

As your wealth grows, so do the

intricacies of managing it.

Tracking every moving piece no longer takes all of your time. We work with your team to quarterback everything from a single point of contact.5
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Why private wealth?

Experience a higher level of dedicated service than what large institutions can provide.

Our client-centric model prioritizes you above all else. Your dedicated team is easily accessible at all times—and provides the agility needed to increase efficiency and performance.

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Expert insights delivered straight to your inbox.

We write to our friends and family every few weeks or so with big news, big ideas, and big updates. Sign up now and get the inside track.

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Financial asset strategy and management for
successful families.

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Privacy Policy
Form ADV
Form CRS

P | 888-611-PWAM
E | info@privatewealth.com

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Iowa

Cedar Rapids

411 6th Ave. SE, Suite 360
Cedar Rapids, IA 52401
P | 319-308-6600

Des Moines

315 5th Street, Suite 200
West Des Moines, IA 50265
P | 515-328-8870

Nebraska

Omaha

1901 Howard Street, Suite 312
Omaha, NE 68102
P | 402-227-4208

Missouri

St. Louis

1 N. Brentwood Blvd,
Suite 720
St. Louis, MO 63105
P | 314-314-6741

Texas

San Antonio

112 East Pecan, Suite 2800
San Antonio, TX 78205
P | 210-667-2630

Midland

901B Tradewinds Blvd.
Midland, TX 79706
P | 432-255-5051

Fort Worth

801 Cherry Street, Suite 1075
Fort Worth, TX 76102

Corpus Christi

5656 S. Staples, Suite 220
Corpus Christi, TX 78411

Investment Advisory Services offered through Private Wealth Asset Management
1901 Howard Street, Suite 312 Omaha, Nebraska 68102
www.privatewealth.com

This website is offered for information purposes only and should not be construed as an offer of personal investment advice. This website does not take into account your particular investment objectives, financial situation, or needs and does not create a binding obligation on Private Wealth Asset Management or its representatives to enter into any transaction with you. Use of any specific strategy or particular investment advice does not assure a profit or avoidance of loss. Past performance is not indicative of future results.

This website is not intended to offer tax advice. Please consult with your tax professional for details specific to your situation.

Private Wealth Asset Management does not offer insurance policies or other insurance services. We may make recommendations of a particular insurance broker. We do not receive payments for such referrals.

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.

There is no form of partnership or legal affiliation between Fidelity Investments and Private Wealth Asset Management nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1035216.1.0

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.

© 2024 Private Wealth. All rights reserved. Sitemap.

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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.
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Tyler Schlumpf, CFA

Partner, Senior Portfolio Manager

Years of Experience: 17 years

Educational Background:

  • B.S., Finance from San Diego State University

Designations:

  • Chartered Financial Analyst (CFA), CFA Institute, 2011

Other Notable Information:

  • Tyler focuses on helping clients marry individual/specific financial and estate plans with their underlying investments. He also helps clients find long term financial success utilizing the right mix of equities, fixed income, real assets and private capital.
  • His focus is on business owners, high-net-worth and ultra-high-net-worth clients, and individuals who experience a liquidity event/inheritance.
  • Tyler is an active member of his community, currently volunteering as a board member with College Possible Omaha and previously engaging with the CFA Society of Phoenix, CFA Institute Research Challenge and working with students through the Aztec Mentor Program at San Diego State University.
  • Personally, Tyler has been married for over 13 years to his wife Alicia. He is an advocate for Autism awareness/therapy, an avid cook and enjoys craft beer and cocktails. Tyler likes fishing with his three boys, boating with family and visiting the beach.
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Ben Goethel, J.D.

Partner, Senior Wealth Strategist

Years of Experience: 13 years

Educational Background:

  • B.S., Accounting from Iowa State University
  • Juris Doctorate from University of Nebraska – College of Law

Designations: J.D.

Other Notable Information:

  • Ben specializes in simplifying complicated advanced wealth transfer planning for Private Wealth clients. He works specifically with business owners and high-net-worth families.
  • He serves on the board of the Crohn’s & Colitis Foundation.
  • In his free time, Ben enjoys a plethora of hobbies, including golf, working out, cooking, and cribbage. He delights in spending time with his wife Morgan and playing with his dogs, Reagan and Kennedy.