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Topic: Tax Planning
The tax code is changing, are you prepared?
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- Learn how to potentially generate Tax “Alpha” in your Portfolio?
- You may be familiar with Asset Allocation but how is your Asset Location?
- Understand efficient strategies to meet your IRA Required Minimum Distributions.
- What is a potential tax trap for married couples.
- Tax-efficient Charitable Giving.

We encourage you to invite anyone who may enjoy attending this PCA event!

Click the button below to RSVP!

Date: Wednesday, April 16, 2025
Time: 11:30 AM EST
Location: Zoom

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Sign Up Below

Click the button below to RSVP!

Date: Wednesday, April 16, 2025
Time: 6:30 PM EST
Location: Zoom

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Our Vision: We will change the way clients and advisors measure success in the financial industry. It’s about relationships, not transactions.

Our Mission: We provide counsel so that our clients have the confidence knowing their strategies are consistent with their values and objectives.

PCA Testimonials

"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