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Omaha Team

A Better Approach to Private Wealth Management

for Omaha

We are your family office that’s committed to providing expert counsel exclusively to families and institutions.

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Who We Are

Local Partners Intensely Focused on Your Success

Omaha team at Private Wealth Headquarters

Our privately held, independent wealth management and planning consulting firm serves as a multi-family office to successful business owners, families with generational wealth, people with unique or complex financial situations, and wealth creators who are in need of sound financial planning.

Services

Custom Portfolio Management

Tax-Aware Investing

Comprehensive Risk Management

Proactive Tax Analysis

Pre-Sale and Business Transition Planning

Multi-Generational Wealth Transfers

Complex Cash Flow Analysis

Intentional Philanthropy and Gifting

Puerto Rico Act 60 Residency – transition, tax and estate planning

True independence and fiduciary advice serve as the foundation for our body of work and through this, we help our clients avoid the potential unintended consequences of critical wealth decisions. Navigating the world of financial, legal, tax and risk management is challenging for many families, but we built our firm around being solution-agnostic and bringing the right team to the table when these opportunities arise.

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Kim Wendy and Omaha Advisor team in a meeting at the office
Omaha Advisor Team in meeting at the office

Our Team

Preferred for our compassion and dedication.

Kim Cappellano

Kim Cappellano

Chief Executive Officer, Founding Partner
A founding partner of Private Wealth Asset Management, Kim has over 20 years of financial planning and wealth management experience. She excels in philanthropic services for nonprofits and private family foundations and brings trust and...
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Wendy Brekken

Wendy Brekken, J.D.

President, Chief Wealth Planning Officer
As the Chief Wealth Planning Officer, Wendy leads the strategic direction and delivery of comprehensive wealth planning services to high-net-worth individuals and families. She lends her experience and expertise in guiding clients through complex and...
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David Holtorf

David Holtorf

Founding Partner, Managing Director
David is a founding partner and managing director of Private Wealth, with over 20 years of experience in the wealth management industry. He has had multiple roles in the industry, including fiduciary asset management, multi-generational...
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Zac Ritchey

Zac Ritchey, CFP®

Partner, Managing Director, Lead Advisor
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...
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Ben Goethel, J.D.

Partner, Senior Wealth Strategist
Ben is a former estate planning attorney, trust officer and corporate counsel. Since leaving private practice in 2012, he was worked for a regional bank, one of the largest registered investment advisory firms in the...
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Tyler Schlumpf, CFA

Partner, Senior Portfolio Manager
Tyler focuses on helping his clients build customized and individual portfolios based on their unique goals. He has particular expertise in working with business owners, high/ultra-high-net worth families and individuals who are experiencing liquidity events...
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DeAnna Connell

DeAnna Connell

Senior Client Associate
DeAnna uses her vast industry knowledge to provide exceptional ongoing client support. Her responsibilities include processing client service requests, assisting with the movement of funds and equities, reviewing paperwork for completeness, addressing and resolving routine...
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Private Wealth Team Member | Mary Foster

Mary Foster

Outsourced Family Office Specialist
Mary’s dedication to personalized service makes her stand out as an Outsourced Family Office Specialist. She focuses on building strong relationships with clients, understanding their unique needs, family dynamics, and long-term goals, and helping deliver...
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Specialized Resources

Download the Private Wealth Omaha Overview Booklet

Private Wealth Asset Management Overview: Omaha Team

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Download the Evaluating Your Wealth Management Team booklet from Private Wealth

Evaluating Your Wealth Management Team

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Download the Private Wealth Family Offices Explained White Paper

Family Offices Explained

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Download Wealth Management Case Studies from Private Wealth's Omaha Team

Wealth Management Case Studies

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Download the Private Wealth Pre-Sale Planning Process from Private Wealth's Omaha Team

Business Owner Considerations: Pre-Sale Planning Process

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Browse Insights Library

Contact Us

Talk to an Advisor on Our Omaha Team

Reach out to learn more or schedule a strategy session. Filling out this short form will automatically email you our scheduling link to book a meeting.

Omaha Office

1100 Capitol Avenue, Suite 200
Omaha, NE 68102
P | 402-227-4208

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

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.

The Newsweek America’s Top Advisory Firm 2025 rankings (as of September 2024, published April 2025), provided by Plant-A Insights Group and Newsweek are based on asset performance, client performance, adviser expertise and client ratio, breadth of service offerings, and conflicts of interest.  A score is calculated for each firm; the top 750 Financial Advisory Firms have been recognized as America’s Top Financial Advisory Firms 2025.  Plant-A Insights Group and Newsweek do not receive compensation in exchange for placement on the ranking.

 

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Download the Private Wealth Omaha Overview Booklet

Private Wealth Asset Management Overview - Omaha Team

Please fill out the form below to receive your PDF via email.

Download the Evaluating Your Wealth Management Team booklet from Private Wealth

Evaluating Your Wealth Management Team

Please fill out the form below to receive your PDF via email.

Download the Private Wealth Family Offices Explained White Paper

Family Offices Explained

Please fill out the form below to receive your PDF via email.

Download Wealth Management Case Studies from Private Wealth's Omaha Team

Wealth Management Case Studies

Please fill out the form below to receive your PDF via email.

Download the Private Wealth Pre-Sale Planning Process from Private Wealth's Omaha Team

Business Owner Considerations: Pre-Sale Planning Process

Please fill out the form below to receive your PDF via email.