Potentia Wealth

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1226 Lincoln Ave Ste 110
San Jose, CA 95125
+1 (408) 288-7886
https://potentiatax.com

Potentia Wealth, located in San Jose, California, focuses on enhancing family financial well-being by helping clients create tailored financial plans that prioritize both personal and familial goals. With a team of experienced financial professionals, they navigate the complexities of wealth management, investment strategies, and wealth transfer across generations.

The firm emphasizes proactive planning and support to ensure their clients are prepared for life's financial challenges and opportunities. Potentia Wealth aims to instill confidence in families by providing insights and strategies that align with their values and aspirations.

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5.07 reviews
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Steve A.
4/30/2021

I found Rachita Wadhwa and Billy Boulett through the Yelp quote system. Rachita responded very quickly and set up a zoom call for introductions. Her communications throughout remained equally...

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Craig P.
3/27/2024

I've been using Potentia Tax for my personal and business tax returns for three years and they have been nothing less than terrific. Responsive, streamlined process and a pleasure to work with.

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Will C.
8/17/2021

Wow Wow Wow what a service. Rachita and Billy are incredibly responsive and extremely caring with their service. I was in a bit of a bind with my taxes last year and not only did Rachita talk me...

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Sarah M.
4/19/2022

Potentia Tax has done my taxes for a couple of years. I am very happy with their services, communication, and professionalism. Rachita is very knowledgeable about taxes and ways to limit future...

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Jeff M.
7/17/2021

Rachita was incredibly helpful and professional! She was patient and answered all of our questions, and provided excellent guidance. Throughout the process she was communicative and clear. They...

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