How Potentia Wealth Became a Firm for Real Families (Ep. 1) Podcast Por arte de portada

How Potentia Wealth Became a Firm for Real Families (Ep. 1)

How Potentia Wealth Became a Firm for Real Families (Ep. 1)

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Behind every family office is a story, but rarely one like this. In this foundational episode of The Power of Wealthness, co-hosts Kevin Swanson and Todd Barney share how Potentia Wealth evolved from a solo financial practice into a multigenerational team built for real families. You’ll hear how confusing, siloed advice inspired Kevin to integrate …

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