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Here at Poterack Capital Advisory, we believe "It's about relationships, not transactions." 

We seek to take the mystery out of investing, preparing for retirement, managing risk and preserving your wealth.

We provide counsel so that you have the peace of mind knowing your strategies are consistent with your values and objectives.     

 
News & Links
 
Ryan Poterack, President of Poterack Capital Advisory, was selected as a 2008 Best In Client Satisfaction Wealth Manager.  Click here to watch the online video of his Award Announcement.

Click here to learn our exciting news!  Ryan Poterack successfully completed the extensive screening and certification processes necessary to become a member of the American Medical Association Insurance Agency, Inc. (AMAIA) Trusted Source Network. 

Read the Senior Market Advisor Magazine article, which features president Ryan Poterack in a panel discussion relating to industry issues.

Click here to access your Charles Schwab account.
 
 		  
Our Advisors 
 
 

Ryan Poterack, CFP®

President

 

Dave Elizondo, CFP®

Senior Vice President
 

Drue Kampmann

Vice President
 

Lisa Laney

Vice President
 

 

Click here to meet our support staff!
 
 
 
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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, New York 12211

Copyright 2007.  Poterack Capital Advisory, Inc. All rights reserved.