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
August 2023
Mid-Year Economic Outlook
Watch the 38-minute replay of Potentia’s 2023 Mid-Year Investment Outlook with J.P. Morgan Asset Management’s Global Market Strategist, Josh Feuerman.
Insights
Information is available everywhere. What you’ll find here are insights from Potentia’s team of family financial advisors.