Team Potter

We are educators at heart. Heirloom Wealth believes in empowering clients through education and a truly holistic approach to personal finance. Our team integrates tax planning and efficiency, retirement planning, including Social Security optimization, insurance planning, and estate and legacy planning, all while carefully considering each client’s goals, personal circumstances, and tolerance for risk.

With more than 50 years of combined experience as financial planners and investment advisors, the Potter Financial Team reflects the long-standing trust our clients place in us. We are known for personalized relationships, a fiduciary-first mindset, and a disciplined approach to investment management that prioritizes our clients’ best interests. Through ongoing portfolio monitoring and attention to detail, we help bring clarity, confidence, and peace of mind, allowing clients to focus less on financial uncertainty and more on enjoying the life they’ve worked to build.