Family Financial Wellbeing
Love is the most
powerful motivator
As Seen In
Start where you are.
Life’s opportunities and challenges lead you to the next steps:
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Invest in my future
Needs change at every stage of life. We’ll help you think through goals and create a Family Financial Life Plan.Learn More -
Provide financial confidence for my family
Nothing is more important than your family’s well being. Together, we’ll chart a course that supports you.Learn More -
Transfer wealth across generations
The imprint of your life can be felt well into the future. It begins with who you love and what you value.Learn More
Q4 2024
Quarterly Investment Update
As we begin the first quarter of 2025, we are facing multiple layers of uncertainty: The transition to a new administration, ongoing global conflicts, persistent inflation, and an increasingly unpredictable trajectory for interest rates. And while speculation abounds, there isn’t much clarity.
During these times, it’s essential to focus on what is certain, while staying anchored to fundamentals. Here’s what we know:
Insights
Information is available everywhere. What you’ll find here are insights from Potentia’s team of family financial advisors.