It's About Relationships, Not Transactions

You have unique values, objectives, fears, life experiences, and biases.  Any financial professional who ignores or minimizes the importance of "your story" may not be able to help you achieve your ideal outcomes or hit your goals.  Experience the PCA difference!

 

Our Services

Dollar Notes

Asset and Wealth Management

Expert Guidance

Yoga Class

Income, Retirement, and Wealth Protection

The Path to Success

Life & Long-Term Care Insurance

A Comprehensive Approach

Insurance Agent

Tax Efficient Strategies and Coordination

Expert Guidance

Tax Income Reports
 

Our Internal Relationship Team

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Ryan Poterack

CEO and Wealth Manager

Anna Hopkins

Client Relationship Manager

Kaitlin Poterack

Director of Operations

 
 

Upcoming Virtual Events

  • Brunch & Brainstorm
    Thu, Apr 22
    Zoom Webinar
    Apr 22, 11:00 AM EDT
    Zoom Webinar
    Topic: Tax-Efficient Investing
    Share
    RSVP
  • Wine Down Wednesday
    Wed, Apr 28
    Zoom Webinar
    Apr 28, 6:30 PM EDT
    Zoom Webinar
    Topic: Long-term Care Insurance and Solutions
    Share
    RSVP
 

Contact Us

Mailing Address:
PCA Service Center
PO Box 350
Morton, IL 61550

Toll Free: 866-486-4947

 

Toll Free: 866-486-4947

Fax: 704-366-5764

Mailing Address:
PCA Service Center
PO Box 350
Morton, IL 61550

©2021 by Poterack Capital Advisory. Investment advisory services are offered through Kure Advisory, LLC (“Kure Advisory”), an SEC registered investment adviser located in Charlotte, North Carolina. Poterack Capital Advisory is another business name under which Kure Advisory conducts its business.”. The publication of Poterack Capital Advisory’s web site on the Internet should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed as the provision of, personalized individual advice from Kure Advisory. A copy of Kure Advisory’s current written disclosure statement as set forth on Form ADV, discussing Kure Advisory’s business operations, services, and fees is available from Kure Advisory upon written request. Kure Advisory’s Form ADV sets out Poterack Capital Advisory as another business name for Kure Advisory. Kure Advisory does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant. ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.