The Simple Wealth Family
The Simple Wealth Family
“We’re a family and we treat our clients like they are part of our family,” says Chuck. “We work hard for them so they can focus on living their lives.”

Charles Potter
Chuck is passionate about sharing wealth building principles, information and skills acquired over his career and lifetime.

Joshua Potter
Josh considers being a husband, raising his children, coaching the young men in his community, taking care of his client’s and their assets, to be the most important work he will ever do.

MaryAnne John
MaryAnne is passionate about helping others learn how to plan for the future and take steps designed to protect and accumulate wealth.

Kathryn Potter
Katy loves helping clients and keeping everyone and everything at Simple Wealth organized.