Strategic Wealth Management with Purpose
At Financial Potential Wealth Management, we provide a holistic approach to wealth management. Let us help guide you on your financial journey.
Preserve & Amplify Your Wealth
Our process goes beyond traditional financial planning to include tax optimization, investment strategy, and legacy planning—ensuring your wealth aligns with what matters most to you.
Financial Potential Wealth Management is More Than Just Investing
Investment and portfolio management are just one piece of the puzzle. The greatest financial impact happens through comprehensive wealth strategy—helping you navigate tax planning, risk management, and legacy building with clarity and purpose.
Our approach provides a clear roadmap to guide you toward your financial goals, replacing uncertainty with confidence. Let’s take the guesswork out of wealth management and focus on creating a sustainable, long-term plan that is geared toward your financial goals.
What We Believe About Wealth
At Financial Potential Wealth Management, we see wealth as more than just numbers—it’s a powerful tool that, when managed with purpose, can create lasting impact. Our investment philosophy is rooted in universal principles:
Stewardship
Wealth is a responsibility, not just a resource. Our goal is to help clients manage it wisely for long-term stability and impact.
Purpose-Driven Investing
Every dollar has the potential to create change. We help align capital with values, ensuring that investments support meaningful progress.
Sustainability
True wealth planning looks beyond today—it ensures that future generations benefit from smart financial decisions made today.
The Builder’s Mindset: How We Help You Build Wealth that Lasts
At FPWM, we believe wealth is more than just numbers—it’s a powerful tool for building something greater. Our clients aren’t just investors; they are Builders.
Builders of Wealth – Helping you pursue long-term financial confidence.
Builders of Family Legacy – Legacy planning for future generations
Builders of Generosity – Impacting communities through purposeful giving.
Builders of a Better World – Funding initiatives that drive meaningful change.
Builders of the Kingdom of God – Stewarding resources with eternal impact.
Are you a Builder? Let’s build something meaningful together.
How We Help You Invest With Purpose
Our investment strategies are designed to reflect your values and financial goals. We provide customized solutions that go beyond traditional investing:
- Values-Based & Ethical Investing: Investing in companies that prioritize responsible business practices, sustainability, and ethical governance.
- Alternative & Private Market Strategies: Access to investment opportunities that go beyond traditional public investment markets.
- Business & Estate Transition Planning: Helping business owners and families create seamless succession plans that preserve wealth while maximizing impact.
How We Solve the World’s Greatest Problems
We believe that wealth can be a force for good. By strategically directing capital, we help address some of the world’s most pressing challenges. Our approach integrates values aligned investments that make a difference and focuses within 7 categories of impact.
- Sickness
- Poverty
- Violence
- Vulnerability
- Economic Exploitation
- Isolation
- Idolatry
Mastering Wealth and Exit Strategies
![Yale SOM_Exec Ed_exdent[1]](https://yourfinancialpotential.com/wp-content/uploads/2023/09/Yale-SOM_Exec-Ed_exdent1.png "Yale SOM_Exec Ed_exdent[1]")
Less than 1% of advisors are CPWA® certified
The Certififed Private Wealth Advisor (CPWA®) designation, bestowed by the prestigious Yale School of Management, is a testament to Kyle Bochat's profound knowledge and expertise in managing the wealth of high-net-worth clients. This advanced credential is specifically tailored for wealth managers focusing on the unique needs of affluent individuals, thereby ensuring the application of sound and sophisticated strategies in private investment, estate planning, and tax planning. Possessing this distinguished certification, Kyle stands out in the financial landscape, demonstrating a commitment to delivering exceptional wealth management services tailored to the intricate needs of his clients.
Helping you pass on your wealth in a tax-efficient way
As a trained Exit Planning Advisor from the Exit Planning Institute, Kyle Bochat is uniquely equipped to guide business owners through the complexities of selling or transitioning their enterprises. This training signifies a comprehensive understanding of exit planning strategies, enabling Kyle to offer invaluable insights and recommendations for business liquidation and transition. Kyle Bochat distinguishes himself as a versatile advisor, adept in wealth management and business transition, thereby offering a holistic approach to financial advisory.
Meet Kyle Bochat
Kyle's professional experience both inside and outside of the wealth management industry has led to his development of a unique approach to financial planning and wealth management. Breaking the mold of the traditional wealth management firms and providing a wealth management model of tomorrow. Having received education from Yale School of Management in the area of Certified Private Wealth Advisor, Kyle brings a wealth of knowledge to his clients helping them build, protect and transition wealth efficiently.