Advice, powered by knowledge Wealth management that inspires confidence

Joshua C. Pottinger, CIMA® CEPA®

Senior Vice President - Wealth Management
Financial Advisor
Private Wealth Advisor
Certified Exit Planning Advisor (CEPA®)

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98 San Jacinto Blvd
Suite 600
Austin, TX 78701

At the end of the day, it’s not just about wealth. It’s about what it can accomplish: Expressing your values, supporting the things you care about and ultimately living a life you’re proud to lead.

I can work with you to help uncover what’s most important to you. Then we can organize your financial life in a way that makes the most of your wealth to help you pursue what matters most. This structure helps you clearly understand where your money is—and why. And the plan we create together, can help you pursue what matters most for today, tomorrow and for generations to come.


Creating your legacy

Creating a legacy that lasts

Planning for the lifestyle you want

Planning for the lifestyle you want