Family financial plans
Develops Family Financial Life Plans around clients' goals.
Potentia Wealth
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About Potentia Wealth
Based in San Jose, Potentia Wealth is a financial advising firm focused on family financial wellbeing. Its family financial advisors help clients consider goals and develop a Family Financial Life Plan, with guidance for investing in the future, supporting family needs, and transferring wealth across generations. The firm also works with people who are beginning to plan their financial lives or considering retirement. Services are delivered through conversations with its team of family financial professionals, alongside educational insights and podcast episodes about financial and life transitions. Clients can start with a new client questionnaire. The firm is located on Lincoln Avenue in San Jose.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Potentia Wealth and not provided by the business.
Services & specialities
Highlights
Retirement guidance
Helps people who are considering retirement plan their financial lives
Wealth transfer
Provides guidance on transferring wealth across generations.
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