.png)
Most successful retirees aren’t afraid of “the market.”
They’re frustrated by uncertainty: taxes, RMDs, volatility, and a stack of accounts that don’t clearly translate into a clear, plan and sustainable lifestyle.
You’ve worked too hard to live by rules of thumb and generic models. You want to know, with real numbers, how your wealth will support the life you’ve built – year after year – without being at the mercy of every headline.
At Imprimis Wealth, we start with a different question: “How do we turn your balance sheet into a coordinated income, tax, and legacy plan that feels calm, intentional, and consistent?”
Affluent retirees face a specific set of issues:
-
Multiple accounts (401(k), IRAs, brokerage, Roth, annuities, real estate) pulling in different directions
-
Rising complexity around RMDs, Roth opportunities, Social Security, and Medicare
-
Concern about overpaying in taxes or making a structural mistake that’s hard to unwind later
It’s not about having “enough.” It’s about using what you have wisely.
We act as your guide and integrator – the firm that sits above the products and pulls everything into one coherent strategy.
Imprimis Wealth is an independent financial advisor under Foundations Investment Advisors, with a home office in Phoenix, AZ and approximately $9.5 billion under management. That gives you the depth of an institutional platform with the focus and discretion of a boutique practice.
We help you:
-
Clarify
Your lifestyle goals, family priorities, current portfolio, and tax picture.
-
Design
A coordinated retirement income and tax strategy: when and how to draw from each account, how to handle RMDs, where Roth conversions or insurance may fit, and how it all supports your estate wishes.
-
Implement & Steward
We set the plan in motion, then monitor and adjust as markets, tax law, and your life evolve – so you always know where your “retirement paycheck” is coming from and why.
The result is not just a portfolio, but a structured retirement framework that aligns your investments, income, taxes, and legacy into one clear story.
If you’re looking for a partner to bring order, discipline, and clarity to a complex financial picture, that’s exactly what we’re here to do.
Zach's Background
Most of the people I work with did “everything right” financially… and still felt uneasy.
They had worked hard, saved diligently, built meaningful portfolios – but when it came to turning those assets into a coordinated retirement plan, the pieces didn’t quite fit. Investments, taxes, Social Security, RMDs, legacy wishes… all important, but not integrated.
That gap is what led me back into advisory work.
I’m Zach Poitra, founder of Imprimis Wealth.
I spent ten years on Wall Street as an institutional stockbroker, working with professional investors, followed by two years with Allstate as a retirement advisor. After that, I built and ran a personal development business, helping people align their choices with the life they actually wanted.
Along the way, I kept seeing the same pattern in family, friends, and clients:
-
Strong careers and solid savings
-
Complex financial lives
-
And no clear, unified plan for retirement income, taxes, and legacy
They didn’t need “hot tips.” They needed a guide who could translate complexity into a simple, confident path forward.
That’s the role I try to play.
Based in Colorado Springs, Colorado, I work with clients across the United States. By leveraging secure video meetings and digital tools, I can meet “face‑to‑face” with you wherever you are, on a schedule that works for you.
Using our retirement planning software, we don’t ask you to just “trust the plan.” We put the numbers on screen so you can see:
-
How different withdrawal strategies affect your lifestyle and taxes
-
How Social Security timing, RMDs, Roth conversions, and portfolio changes interact
-
How each decision moves you closer to – or further from – your specific retirement goals
My aim is simple: give you a clear, data‑driven framework so you can make confident decisions about the wealth you’ve built.
Outside of work, you’ll usually find me on a trail – hiking or mountain biking – or at home with my young son, Bodhi. I’m also a student of scripture, which keeps me grounded in why the money matters in the first place: to support a meaningful life, strong families, and the ability to be generous.
If you’re looking for a thoughtful, numbers‑driven guide to help you turn a successful career into a well‑designed retirement, that’s the work I do every day.
Who I Help
I provide financial services to individuals, retirees, and small business owners looking to optimize their retirement savings, estate planning, and tax strategies.
How I Do It
I leverage my in-depth knowledge of financial planning, investment management, and tax-efficient strategies to tailor a comprehensive financial plan aligned with your specific goals and risk tolerance.
What's in It for You
Partnering with me means gaining access to personalized financial advice, tax-saving strategies, and investment opportunities to secure your financial future and legacy.