Ryan Poterack Email & Phone Number

I am passionate about problem-solving. There are no magic bullets or one-size-fits-all solutions. Customized solutions start with more facts, questions, and listening. Everyone has unique life experience, personal objectives, biases, and doesn't know what they do not know. Coordinating qualitative and quantitative client information is essential to fiduciary recommendations. As CEO & Wealth Manager at Poterack Capital Advisory, I lead a virtual firm focused on helping highly paid executives to optimize tax efficiency and manage their wealth so they can enjoy their best life and create a financial legacy.Have you found yourself having these feelings:❌Worried you’re not taking full advantage of all tax strategies available or concerned about too much of your hard-earned wealth going to taxes.❌Uncertain how to transition from paychecks to “Play-checks” in retirement ❌Anxious about balancing immediate financial needs with long-term objectives such as funding children's education vs. retirement or legacy planning.Perhaps you have not had the opportunity to partner with a trusted authority in the Wealth, Tax, Investing, and Estate Planning space. Despite the importance to your future, you may feel too busy to think about these important issues. Life happens!I view the individuals and families we serve as partners. As a partnership, we make commitments to each other and communicate candidly and with transparency. To get acquainted and informed about our process, shoot me a direct message through LinkedIn or use the contact information below.➤ WHAT I DO:I create freedom of time for families. We customize Financial, tax, and estate planning strategies and solutions for families, beyond numbers and spreadsheets.➤ HOW I DO IT:We have a very thorough client selection process, to ensure we may be able to provide exceptional value to families we partner with. We use frequent and varied communication to be where our families want us at all times. We are “early adopters” of technology and new solutions available in the marketplace for the families we serve. If it ain’t broke, we break it and innovate!➤ WHAT MAKES US DIFFERENT:More thorough and comprehensive from the initial meeting through our Discovery process and potential acceptance as a client. We view the families we serve as partners and therefore expect more input than other firms. We are 100% fee-based when investing client money and/or providing fiduciary advice.✔ Want To Learn More?:☏ 704-366-5776✉ ryan@poterack.nethttps://www.poterack.net

Listed skills include Business, Certified Financial Planner, Financial Advisory, Ceo, and 13 others.