A complete list of active advisors currently associated with Potentia Wealth

Warmer can help you find a great advisor at Potentia Wealth or one who fits your needs even better.

Potentia Wealth provides investment management and financial planning services to individual clients, including high‑net‑worth individuals, combining discretionary portfolio management with standalone and subscription financial planning engagements. The firm manages client assets primarily on a discretionary basis and offers advisory access through LPL Financial platforms as well as model and third‑party manager programs. Investment decisions are grounded in client‑specific financial plans that account for objectives, risk tolerance, and time horizon, with Potentia applying a mix of fundamental, technical and top‑down analysis and regular monitoring and rebalancing. The firm uses LPL‑based wrap and non‑wrap arrangements and may implement model portfolios or third‑party manager strategies depending on client needs. What distinguishes Potentia from many peers is its affiliated tax preparation business, Potentia Tax, which is under common control and is integrated into some subscription planning services, and its use of wrap‑fee program offerings via LPL’s Strategic Wealth Management platform. Several advisers are dually registered with LPL or licensed as insurance agents, and the firm reports that its reported assets—about $569 million—are managed on a discretionary basis, shaping how custodial, tax and advisory services are coordinated.

To learn more about the advisors currently working at Potentia Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.