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Trenton Potter
Financial Advisor
Email Address
Trenton.potter@wellsfargoadvisors.comPhone Number
(616) 395-4709Toll Free
(800) 444-9423As a Financial Advisor, my approach is simple, I put you, the person, the family, the business at the center of everything I do. Your goals, your values and your vision for the future are what guide every recommendation I make. I'm here to build something with you that lasts. I was born and raised in West Michigan, graduated from Zeeland East High School and earned my degree from Grand Valley State University. From a young age, I've always been drawn to solving problems and helping people find clarity and that's exactly what I get to live out every day. I work with a wide range of clients, from business owners navigating retirement plans and succession strategies, to families planning for retirement, their goals and legacy giving. Whether you're just starting out or nearing retirement, I take a holistic approach to Wealth Planning that's designed to grow with you and reflect what matters most not just for today but for generations to come. Why do families hire me? Because they want: -Confidence with their money -Someone who shares their values and goals -A lasting legacy that's more than just dollars -Answers tailored to them -Help organizing their financial "junk drawer" -A clear, easy-to-understand plan -Accountability and follow through -A trusted partner they can count on How we help: -Cash Flow Management -Planned Giving Strategy -Investment Planning -Retirement Planning -Insurance Planning -Legacy Planning -Estate Planning Strategies -Tax Efficiency Outside of work my wife, Lauren, and I are expecting our first child, a baby girl, in December. We love spending time with family and friends, golfing together, and finding small adventures when we can.
Working with Us
We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.
What to Expect
We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:- Time – to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your future into focus today. Contact us to get started on a personalized investment plan.
Your Wealth. Our Focus.
We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.
