Zachary Potter

Zachary Potter began his career in the financial services industry in 2013 and is a Wealth Advisor at ARQ Wealth Advisors. Zack has spent over a decade helping high-net-worth and ultra-high-net-worth individuals and families navigate the complexities of wealth management. He is a CERTIFIED FINANCIAL PLANNER™ professional with extensive experience in investment consulting, cash management, and strategic financial planning.

Zack spent 12 years at Vanguard, where he held a series of increasingly senior roles across client service and relationship management. His experience includes working with households with $1 million to over $600 million in net worth, providing strategic guidance on investment management, cash flow planning, private equity access, and tax-efficient strategies. Zack built trusted relationships with ultra-high-net-worth clients by providing highly personalized solutions to their most complex financial challenges.

He earned his bachelor’s degree in economics from Arizona State University in 2012. Zack is passionate about building long-term, trusted relationships and takes pride in helping clients simplify their financial lives and pursue their most important goals.

As a fun fact, Zack spells his name with a “K” due to a playful kindergarten feud, where he was determined to be the only Zack in the class. It’s a reminder of his early drive to stand out. Originally from Arizona, Zack enjoys golfing, cooking, attending live music events, and listening to records from his ever-expanding vinyl collection.