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:
-
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
August 2024
Mid-Year Economic Outlook
Watch the 32-minute replay of our 2024 Mid-Year Economic Outlook, featuring Todd Barney, Kevin Swanson, Adam Roberts, Austin Cua, and Chris Meade.
Insights
Information is available everywhere. What you’ll find here are insights from Potentia’s team of family financial advisors.