- Potentia Wealth

Skip to main content

Log In

Potentia Tax
Services
The Firm
- Team
- Strategic Resources
Insights
Contact
LOG IN

Search for:

Company

Hiring

Other Services

Strategic Resources

Contact

408.288.7886
ask@potentiawealth.com
1226 Lincoln Ave, Ste 200
San Jose, CA 95125

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. Potentia and Potentia Wealth do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.

Investment advice offered through Strategic Wealth Advisors Group, LLC., a registered investment advisor. Strategic Wealth Advisors Group, LLC. Potentia Wealth, and Potentia are separate entities.

Kevin Swanson; California; San Jose, California; CA Insurance Lic. #0E38008

Julie Minami; California; San Jose, California; CA Insurance Lic. #0C76792

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.