Private Advisor Group, recognized as one of the leading and fastest-growing independent wealth management firms in the United States, has officially announced the integration of Poterack Capital Advisory into its advisor community. This partnership marks a significant addition to Private Advisor Group’s network, with Poterack Capital Advisory overseeing assets worth over $120 million.

Led by CEO and Wealth Manager Ryan Poterack, Poterack Capital Advisory is renowned for its comprehensive wealth management services. The firm specializes in asset management, life and long-term care insurance, tax-efficient strategies, and a suite of income, retirement, and wealth protection services. What sets Poterack Capital Advisory apart is its commitment to tailoring services to the unique values, experiences, and lifestyles of its clients, offering virtual consultations for enhanced accessibility across the nation.

A key facet of this partnership is Ryan Poterack’s enrollment in the Private Advisor Group’s exclusive Alignment & Equity Program. This initiative fosters a growth partnership that is mutually beneficial, granting Poterack Capital Advisory a direct economic interest in the success of the Private Advisor Group community. This collaboration aims to amplify the value and reach of both firms within the wealth management sector.

Ryan Poterack praised Private Advisor Group for its community-oriented approach, flexibility, and the creative support it offers independent advisors, stating, “We are excited about working with a firm that aligns with our driving philosophy; Life Isn’t Lived on a Spreadsheet.” He emphasized the importance of trusted relationships in building and maintaining a successful firm, highlighting Private Advisor Group’s culture and resources as key factors in enhancing their mission to deliver exceptional value to clients.

Verne Marble, Director of Business Development at Private Advisor Group, expressed enthusiasm about the partnership, commending the Poterack team’s proven success in assisting investors with their financial planning needs. “We are thrilled to welcome Ryan and the entire Poterack Capital Advisory team to our growing community and look forward to supporting their goals,” said Marble.

This strategic partnership between Private Advisor Group and Poterack Capital Advisory represents a significant step forward in providing superior wealth management services. It underscores a shared commitment to excellence and innovation in financial planning, asset management, and client service.

The collaboration between Private Advisor Group and Poterack Capital Advisory illustrates the evolving landscape of the wealth management industry, where strategic alliances are increasingly crucial for growth and enhanced service delivery. By leveraging each other’s strengths, both firms are poised to achieve greater success and offer unparalleled value to their clients. This partnership is a testament to the power of collaboration in achieving mutual goals and expanding service offerings in a competitive market.

  asset management, Financial Planning, Poterack Capital Advisory, Private Advisor Group, Ryan Poterack, USA, Verne Marble, Wealth management