Potentia Wealth is an SEC-registered investment advisory firm based in San Jose, California, dedicated to holistic, family-centered financial planning. Their services encompass life planning, wealth management, family office solutions for clients with assets exceeding $2 million, and intergenerational wealth transfer strategies.

Emphasizing a personalized approach, Potentia integrates investment management, estate planning, tax coordination, and education funding into tailored financial roadmaps that evolve with clients’ life stages. The firm’s team of credentialed advisors, including CFP®, CIMA®, CPWA®, and CEPA® professionals, brings diverse expertise to support clients through various financial transitions.

Potentia’s commitment to transparency and fiduciary responsibility is reflected in their comprehensive insights and resources, guiding clients toward financial well-being and legacy preservation.