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

private wealth

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

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.

Our Specializations

Vertical expertise for complex assets.

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


Navigating all aspects of business ownership

Who We Serve

Managing and preserving wealth for

successful families.

hanging with granddaughter

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.

father and son riding a horse

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
wealth planning

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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wealth planning
hanging with grandson
wealth planning

Financial asset strategy and management for
successful families.


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


  • Completed CRP Board Registered Program

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.

Tyler Schlumpf, CFA

Partner, Senior Portfolio Manager

Years of Experience: 17 years

Educational Background:

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


  • 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.

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.