Learn About Me
Trenton Potter
Financial Advisor
Email Address
Trenton.potter@wellsfargoadvisors.comPhone Number
(616) 395-4709Toll Free
(800) 444-9423Find Me On
I started in this industry because I’m passionate about helping people work toward their financial goals and feel confident about their future. As a Financial Advisor, my role is to bring clarity and direction to your financial life by helping you create a plan that aligns with what matters most to you. Together, we build a strategy you can trust as life changes.
I specialize in helping individuals and families prepare for retirement and navigate important financial decisions along the way. Whether you are just getting started, approaching retirement, or already retired, I help simplify the process and provide guidance around investment planning, retirement income strategies, and 401(k) reviews. Many people feel overwhelmed by major financial milestones and uncertain about the next steps. My goal is to help make those decisions feel more manageable by creating a plan that provides confidence and direction.
Experience & Approach
I have been with Wells Fargo Advisors for more than three years, gaining hands on experience helping clients prepare for retirement and navigate life’s important financial transitions. I work with business owners on employer-sponsored retirement plans, cash management needs, and business transitions, while also helping individuals and families develop long-term strategies designed to support their personal financial goals.
I take a holistic and personalized approach to financial guidance, focusing on the full picture rather than just individual investments. Every client’s goals, priorities, and circumstances are different, which is why I believe planning should be intentional, flexible, and built to evolve over time. My objective is to simplify complex financial decisions so clients feel informed, prepared, and confident in their next steps.
Areas I Provide Advice & Guidance
- Retirement Planning Strategies
- 401(k) & Employer-Sponsored Plan Reviews
- Investment Management
- Tax Planning Strategies
- Cash Management
- Business Transitions
- Insurance Planning Strategies
- Charitable Strategies
- Estate Planning Strategies
Outside of work, I am married to my amazing wife, Lauren. We welcomed our first child in December 2025 and have loved every moment of becoming new parents. When we do have free time, we enjoy spending it with family and friends, golfing together, and finding small adventures whenever we can.
Education
- Grand Valley State University
Our Commitment to You
Working with Us
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.