Helping Clients Grow &
Protect Wealth Since 1985
Technology designed to simplify and organize your financial life.
Life is hectic, your finances don’t have to be. Potter Financial has the tools that help you easily and conveniently keep track of your personal finances.
PFG Wealth Management: Your personal portal that aggregates your entire financial picture, and keeps your financial plan current.
Asset Mark: As our primary investment management platform, this link will give you detailed information about your accounts at AssetMark.
Most clients will use the Investor360°® button to access detailed account information and their monthly consolidated statements online. You can also view the Investor360° user guide for more information.
If you would like to access your account online but do not have login credentials, please contact our office for assistance.