Potentia Wealth
Business details
- Category
- Financial Services · Financial consultant, Financial planner, Investment service
- Address
- 1226 Lincoln Ave #200, San Jose, CA 95125
- Phone
- (408) 288-7886
- Website
- potentiawealth.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–4:30 PM
- Tuesday: 9 AM–4:30 PM
- Wednesday: 9 AM–4:30 PM
- Thursday: 9 AM–4:30 PM
- Friday: 9 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
About
Potentia Wealth brings together financial planning, investment guidance, and tax preparation under one roof, so you get clear answers for your money goals. We help individuals and families in San Jose and across Santa Clara County plan for the future with a practical, personalized approach.
Our team works with you to understand your priorities, then builds strategies around your investments, taxes, and long-term goals. We take the time to explain each recommendation in plain language, so you always know where you stand and why.
Whether you are starting to invest, planning for retirement, or looking for dependable tax support, we are here to help you move forward with confidence.
Visit our website to learn more about how we can support your financial plan.
Our team works with you to understand your priorities, then builds strategies around your investments, taxes, and long-term goals. We take the time to explain each recommendation in plain language, so you always know where you stand and why.
Whether you are starting to invest, planning for retirement, or looking for dependable tax support, we are here to help you move forward with confidence.
Visit our website to learn more about how we can support your financial plan.