Potentia Wealth

Potentia Wealth is a family financial advisory firm that helps households plan for life stages, manage investments, and pass wealth across generations. Its services include life planning, wealth management, family portfolio work, wealth transfer, and tax planning through its Potentia Tax arm.

The firm works through scheduled conversations with a team of family financial advisors, and it also publishes podcast episodes and written insights on topics such as senior downsizing and caregiving. Its office is on Lincoln Avenue in San Jose. The firm notes that it does not provide legal or tax services directly, so clients are referred to their own legal or tax advisors for those matters.