Matthew Potter

Talking about money isn’t always easy. But I’ve found that the more I’m willing to share about my own life, the more comfortable clients feel opening up. I’ll talk about coaching my son’s baseball team or playing music, and pretty soon we’re having a real conversation—not just about finances, but about what really matters. That’s how we get past “I just want to make money” and into the heart of what they’re really working toward: who the money is for, what experiences they want to have, and how they define peace of mind.

It’s also important to note that I don’t chase trends or try to squeeze every last drop of return from a portfolio. My goal is to build investment strategies that make sense for each of my clients, meaning they’re aligned with their goals, values, and comfort level. I often say, “Investing should never make you nervous or anxious.” If you’re ever worried about it, you’re doing it wrong.

I enjoy helping people think differently about money. It’s not the goal, it’s a tool. When used with intention, it can create the kind of life you truly want to live. That might mean feeling secure in retirement, creating meaningful experiences with family, or simply sleeping better at night knowing you’re on solid financial ground. I want every financial decision to feel purposeful—not overwhelming—and for clients to walk away with clarity, confidence, and a sense of control over their future.