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How Potentia Wealth Became a Firm for Real Families (Ep. 1)

How Potentia Wealth Became a Firm for Real Families (Ep. 1)

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 Behind every family office is a story, but rarely one like this. In this foundational episode of The Power of Wealthness, co-hosts Kevin Swanson and Todd Barney share how Potentia Wealth evolved from a solo financial practice into a multigenerational team built for real families. You’ll hear how confusing, siloed advice inspired Kevin to integrate planning, tax, estate, and investment guidance under one roof, long before it was trendy. And how Todd’s early client experience reshaped his belief in the power of financial empathy and long-term impact. What to expect: Kevin’s journey from Fortune 100 to financial founder Todd’s early career lesson from the dot-com crash The “two questions” that drive every client conversation Why this podcast was created and what’s coming next And more! Connect with Potentia Wealth: Potentia Wealth 408.288.7886 ask@potentiawealth.com LinkedIn: Potentia Wealth LinkedIn: Kevin Swanson LinkedIn: Todd Barney, CEPA®, CIMA®, CPWA®, CFP®
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