Family Financial Wellbeing
Love is the most
powerful motivator
Your family financial health is the goal.
The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.
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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.
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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.
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Transfer wealth accross generations
The imprint of your life can be felt well into the future. It begins with who you love and what you value.
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Q3 2025
Quarterly Investment Update
Markets have seen a strong run, but even seasoned climbers know when to pause and prepare for the next ascent. In this quarter’s update, our investment committee shares how we are locking in gains, rebalancing portfolios, and building cash reserves to protect progress and position for future opportunities.
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Insights
Information is available everywhere. What you’ll find here are insights from Potentia’s team of family financial advisors.
Life and money always intersect.
We have a team of family financial professionals with a range of life experiences to help you make progress toward your goals. Take the next step.