PCA team
"It's about relationships, not transactions"

Wealth management & financial advice for high-net-worth families & individuals

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:

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Investment management
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Investment tax planning
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Estate planning
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Retirement planning
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Independent fiduciary
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Fee-only advice & guidance
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Accessible & available, anywhere.

Being a fully-virtual wealth management company, we are focused on helping clients optimize tax efficiency, organize estate planning, and manage their wealth toward enjoying their best life and creating a financial legacy.

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The benefits of a virtual advisor: When you work with PCA, you don't have to worry about traffic, parking, or driving in inclement weather. As a virtual team, we're able to focus on the tasks that really matter in your financial life while providing the highest level of service in our view.
"My wife and I have been with PCA for over 10 years and are 100% pleased with this relationship. We wouldn't consider changing advisors...EVER!"
Disclosure: This testimonial is from a current client. No compensation was paid for the testimonial. The client has no material conflicts of interest. Per the SEC adopting release of the Marketing rule, in order to be clear and prominent, the disclosures must be at least as prominent as the testimonial or endorsement.
"PCA focuses on getting to know you personally, so any recommendations come from a place of caring for you not just as a client, but as a family friend. On several occasions I have been contacted by them with investment concepts I had not considered to improve my wealth position and security. All Ryan's ideas have proven sound. In addition, the peace of mind he and his team have provided is priceless."
Disclosure: No compensation was given, directly or indirectly, for the above review
"This turned out to be the best move of our financial life. Following a string of four mediocre (and one, less than that!) financial advisors, landing on the PCA doorstep and being accepted as clients finally put us on a sound investment platform. We couldn’t be more grateful."
Disclosure: No compensation was given, directly or indirectly, for the above review
"I would give Poterack Capital Advisory and Ryan Poterack my highest recommendation. He is not only a knowledgeable and competent wealth manager, but also an extremely ethical professional. I often tell people (especially my own adult children) that I would trust Ryan with my life, not just my life savings."
Disclosure: No compensation was given, directly or indirectly, for the above review
"Poterack customer service is the best affiliation we have. So glad we are part of 'the family'."
Disclosure: No compensation was given, directly or indirectly, for the above review
"It is both rare and refreshing when you are able to work with a firm that checks all the boxes. PCA provides excellent professional service and does so in a very efficient, and personable manner."
Disclosure: No compensation was given, directly or indirectly, for the above review
"I continue to be amazed at the level of service the PCA Team provides!"
Disclosure: No compensation was given, directly or indirectly, for the above review
What Is a SmartFit Analysis?

The Smart Fit Analysis is a thorough audit of your fees, conflicts of interest, investment tax-efficiency, risk tolerance, wealth allocation & coordination, estate planning and more. Your Smart Fit Analysis will provide a clear example of the type of quality work we do and how we may be very different from your prior experience with our industry.

Get Yours Today
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Review of Current Investments
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Investment Tax Efficiency
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Retirement Income plan
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Insurance Plan
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Legacy Plan
brunch and brainstorm
Sign Up Below
Topic: How to Read, and Understand, Your Tax Return!
Tune in to this informative one-hour virtual event to learn: How to Read, and Understand, Your Tax Return! Hosted by Alec Quaid, CFP ® and Wealth Manager at PCA! This is sure to be a well-attended event!
- Understand the structure: Your tax return (Form 1040) is like a tree trunk, with other forms branching out from it
- Understand deductions: Learn the difference between standard and itemized deductions and how they affect your taxable income
- Identify income sources: The Form 1040 reflects various income sources, including W-2 wages, 1099 contractor income, business income, and investment income
- Examine Schedules and Worksheets: These provide detailed information on how specific numbers on your 1040 were calculated
- Recognize tax-efficient strategies: Understanding your return can help identify opportunities for tax-efficient investing and wealth accumulation
- Review capital gains: Schedule D shows any carry-forward losses that can be used to offset gains in future years.

We encourage you to invite anyone who may enjoy attending this PCA event!
Click the button below to RSVP!
  • Date: Wednesday, February 26, 2025
  • Time: 11:30 AM EST
  • Location: Zoom
Click to RSVP
wine down wednesday
Sign Up Below
Topic: How to Read, and Understand, Your Tax Return!
Tune in to this informative one-hour virtual event to learn: How to Read, and Understand, Your Tax Return! Hosted by Alec Quaid, CFP ® and Wealth Manager at PCA! This is sure to be a well-attended event!
- Understand the structure: Your tax return (Form 1040) is like a tree trunk, with other forms branching out from it
- Understand deductions: Learn the difference between standard and itemized deductions and how they affect your taxable income
- Identify income sources: The Form 1040 reflects various income sources, including W-2 wages, 1099 contractor income, business income, and investment income
- Examine Schedules and Worksheets: These provide detailed information on how specific numbers on your 1040 were calculated
- Recognize tax-efficient strategies: Understanding your return can help identify opportunities for tax-efficient investing and wealth accumulation
- Review capital gains: Schedule D shows any carry-forward losses that can be used to offset gains in future years.

We encourage you to invite anyone who may enjoy attending this PCA event!
Click the button below to RSVP!
  • Date: Wednesday, February 26, 2025
  • Time: 6:30 PM EST
  • Location: Zoom
Click to RSVP
risk number
Get your risk score

See if your portfolio is aligned with your risk tolerance:

Click to see your number

No technology or risk model can guarantee against loss of principal. There can be no assurance that an investment strategy based on these tools will be successful.

brunch and brainstorm
Sign Up Below
Topic: How to Read, and Understand, Your Tax Return!
Tune in to this informative one-hour virtual event to learn: How to Read, and Understand, Your Tax Return! Hosted by Alec Quaid, CFP ® and Wealth Manager at PCA! This is sure to be a well-attended event!
- Understand the structure: Your tax return (Form 1040) is like a tree trunk, with other forms branching out from it
- Understand deductions: Learn the difference between standard and itemized deductions and how they affect your taxable income
- Identify income sources: The Form 1040 reflects various income sources, including W-2 wages, 1099 contractor income, business income, and investment income
- Examine Schedules and Worksheets: These provide detailed information on how specific numbers on your 1040 were calculated
- Recognize tax-efficient strategies: Understanding your return can help identify opportunities for tax-efficient investing and wealth accumulation
- Review capital gains: Schedule D shows any carry-forward losses that can be used to offset gains in future years.

We encourage you to invite anyone who may enjoy attending this PCA event!
Click the button below to RSVP!
Click to RSVP
wine down wednesday
Sign Up Below
Topic: How to Read, and Understand, Your Tax Return!
Tune in to this informative one-hour virtual event to learn: How to Read, and Understand, Your Tax Return! Hosted by Alec Quaid, CFP ® and Wealth Manager at PCA! This is sure to be a well-attended event!
- Understand the structure: Your tax return (Form 1040) is like a tree trunk, with other forms branching out from it
- Understand deductions: Learn the difference between standard and itemized deductions and how they affect your taxable income
- Identify income sources: The Form 1040 reflects various income sources, including W-2 wages, 1099 contractor income, business income, and investment income
- Examine Schedules and Worksheets: These provide detailed information on how specific numbers on your 1040 were calculated
- Recognize tax-efficient strategies: Understanding your return can help identify opportunities for tax-efficient investing and wealth accumulation
- Review capital gains: Schedule D shows any carry-forward losses that can be used to offset gains in future years.

We encourage you to invite anyone who may enjoy attending this PCA event!
Click the button below to RSVP!
Click to RSVP