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