Learn About Me
Trenton Potter
Financial Advisor
Email Address
Trenton.potter@wellsfargoadvisors.comPhone Number
(616) 395-4709Toll Free
(800) 444-9423Find Me On
Why do families hire me?
Because they want:
- Confidence with their money
- Someone who shares their values and understands their goals
- A legacy that is about more than numbers
- A clear plan they can actually understand
- Accountability and follow through
- A trusted partner who they can count on
I have been with Wells Fargo Advisors for more than three years, working with a wide range of clients, from business owners navigating retirement plans, cash flow, and succession strategies to families planning for retirement, education, and tax efficient wealth building. Whether you are early in your journey or approaching retirement, I take a holistic approach to Investment Planning designed to evolve with you and reflect what matters most.
How we help:
- Cash Flow Management
- Planned Giving Strategies
- Investment Planning
- Retirement Planning
- Insurance Planning
- Education Planning
- Legacy Planning
- Estate Planning Strategies
- Tax Efficient Planning
A real conversation. We listen first. We get to the heart of what matters. And then we act with confidence and accountability, together.
Outside of work, I am married to my wife, Lauren, and we have a little girl, Clara. We love spending time with family and friends, golfing together, and finding small adventures whenever we can.
Education
- Grand Valley State University
Our Commitment to You
We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
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.
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:
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.
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.