Trenton Potter

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 often tell clients that managing wealth is a lot like building a home. You need a strong foundation, a blueprint that reflects your life, and someone who cares enough to walk the job site with you. What you are trying to achieve, your goals, values, and vision for the future guide every recommendation. My job is to help you build something that lasts.

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

What a meeting feels like:
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.