Skip to main content

Strategic
Resources

It takes a village.

Our purpose is to help you plan and prepare for your financial health and future. You can also count on us to integrate other professionals when the need arises.

Real Estate Services

Whether your need is residential, commercial, or investment, we offer access to real estate professionals with market insights as well as referrals to capital across many asset types. With your Advisor and your Real Estate team sitting together at the table, property owners can expand their investment portfolio plans.

Elder Services

The ability to live in one’s own home and community safely, independently, and comfortably is the goal in the fourth phase of life.  This is the time of family, community, legacy and simplification.  However, housing options, insurance, healthcare costs, and the potential loss of independence can be complicated.  We can provide you access to resources for consultation and support as you make your decisions. Continued independence and enjoyment of life is our team’s goal.

Real estate services are not provided by LPL Financial, Potentia or Potentia Wealth.