Skip to main content

Who do you love
and what do you value?

Your life’s imprint will be felt for generations.

The values that have been your guides through life will serve you even now. What begins as a conversation about the impact you wish to have becomes a plan, and in time, a legacy.

Potentia, Potentia Wealth and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.

We begin with a quiet conversation.

We want to hear your life story. We want to listen to the choices you made and even the ones you wish you made. We want to understand your values and from there, we’ll help you with your legacy.