Private Wealth is proud to announce that partner and managing director Zac Ritchey was recently named a Forbes Top 5 Best-in-State Wealth Advisor for Nebraska. This is Zac’s third Forbes ranking. He was ranked a Forbes Top Next-Gen Wealth Advisor in 2022, ranking 26 in the U.S. and No. 1 in Nebraska. These distinctions underscore the reputable advice, integrity, and caliber of service Zac delivers for our clients.
Zac is an incredible addition to the Private Wealth Asset Management team. He and his team joined Private Wealth’s Omaha office in March 2023. They previously managed $1.9 billion in assets under advisement (AUA) for Wells Fargo.
Zac brings over a decade of experience in wealth management, both with private firms and large institutions. Through tailored strategies and a higher level of personalized service, he and his team are providing a better approach to private wealth management for Omaha.
Here’s a look at the criteria and methodology behind Zac’s Forbes rankings.
Forbes Top Next-Gen Wealth Advisors
#1 Nebraska Next-Gen Advisors (2022)
#26 America’s Next-Gen Advisors (2022)
Known for their independent and rigorous ranking of the nation’s top wealth advisors, Forbes and SHOOK Research began ranking the industry’s top up-and-comers in 2017. The Next-Gen Wealth Advisors list spotlights the nation’s top wealth management advisors under the age of 40. As the age of the U.S. workforce shifts, these professionals are setting the standard for the future of wealth management with an average tenure of over 16 years, experience through multiple market cycles, and deep relations with families often representing three or more generations.
Forbes Best-in-State Wealth Advisors
#5 Nebraska Best-in-State Wealth Advisors (2023)
With volatile markets, rising interest rates, inflation, and an unpredictable banking sector, investors are understandably seeking the steady hand of an experienced wealth advisor. The Best-in-State Wealth Advisors list compiled by Forbes and SHOOK Research spotlights top advisors who exhibit best practices in client experience and a proven track record of success.
Forbes rankings are based on objective, unpaid research conducted by SHOOK Research. The rigorous criteria include quantitative data such as experience and assets under management as well as qualitative data such as compliance records and client experience.
Zac earned his bachelor’s degree in financial planning and financial management from Western Kentucky University, Honors College, where he graduated Suma Cum Laude and was Valedictorian. He completed the CFP® Board Registered Program and is a CERTIFIED FINANCIAL PLANNERTM. Zac assists successful families and business owners with complex wealth management, transfer planning, sales transactions, cash flow and tax planning, and intentional philanthropic planning.
Originally from Atlanta, Zac now resides in Omaha, Nebraska, 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. He proudly supports a variety of organizations, including the Juvenile Diabetes Research Foundation, Crohn’s & Colitis Foundation, and Habitat for Humanity.