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Poterack Capital Advisory

EST. AUM
$120,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Charlotte
CRD Number
Website poterack.net
Client types

Overview

Poterack Capital Advisory is a fee-only fiduciary wealth-management firm focused on delivering transparent, values-aligned financial guidance without product-sales pressure. The firm emphasizes thoughtful, personalized planning built around each client’s life not a one-size-fits-all template. Poterack provides investment management, retirement planning, tax and estate planning, legacy coordination, and income strategies with tailored portfolios that reflect clients’ risk tolerance, time horizons, and long-term goals. The firm’s process is holistic and client-centric, designed to coordinate investments, taxes, estate, and insurance in a unified plan with clarity and integrity.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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