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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.

Advisory services offered through Potentia RIA, LLC, an SEC-Registered Investment Advisor.

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

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

Adam Roberts; CA Insurance Lic. #4213964

Austin Cua; CA Insurance Lic. #0M85239

Chris Meade; CA Insurance Lic. #4362633

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