Overview

Potentia Wealth is division of Potentia, Inc which at this time includes Potentia Tax, Potentia Trust and other affiliated services. We are a full-service, financial planning based company with 4 CFPs and a CPA on the team. We have grown through acquisition completing five successful purchases of practices since 2015 and continue to aggressively grow through organic growth as well. We currently have seven licensed Advisors and staff and five non-licensed staff. Our client footprint is concentrated in the Western U.S. from Washington down through San Diego, CA with a second office in San Diego. We represent clients in 25 states and three countries. We are looking to continue our growth through acquisition and are willing to look at partnerships.

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