Potentia Wealth Email Format

Financial ServicesCalifornia, United States11-50 Employees

Potentia Wealth, based in San Jose, California, provides financial planning and advisory services for families. It uses a tailored approach informed by clients' goals, life stage, and risk tolerance, acknowledging that these factors shift over time. Advisory work is conducted through Potentia RIA, LLC, an SEC-Registered Investment Advisor.

The firm operates in the financial services industry and aims to balance progression toward wealth goals with risk management across life stages. It follows a fiduciary standard, ensuring plans are in the client's best interest and are regularly updated as circumstances change. The target market comprises families seeking financial health and independence, with a structured process that adapts to evolving needs.

Sign up for free to view info

Company overview Employee directory