Tyler Potts is a Partner and Wealth Advisor affiliated with Northstar Wealth Partners. He founded his practice over sixteen years ago with a focus on comprehensive fee-based financial planning and integrated investment management. His dedication to his clients and their families sits as the cornerstone to his philosophy of holistic financial advisement. In addition to running his robust business, he also oversees the operation of the firm’s Old Saybrook, Connecticut location. Northstar currently employs twenty –six top tier Wealth Advisors, and is acknowledged by their broker dealer, LPL Financial, as their largest affiliated independent wealth management firm in the state of Connecticut. Northstar was also voted Best of Hartford for 2012 by Hartford Magazine Readers, this accomplishment marks Northstar Wealth Partner’s second consecutive year receiving this prestigious honor.
Tyler applies a collaborative approach to financial planning on his clients’ behalf. He believes that client engagement is critical to sustainable success in wealth management, asset accumulation and wealth preservation. Tyler’s acumen for addressing the full spectrum of a person’s financial objectives and challenges has earned him a reputation as a client advocate, as well as an astute Wealth Advisor. His proven knowledge in the areas of investment, retirement, estate, business succession and charitable planning have made him the Advisor of choice for successful families, credentialed professionals and small business owners. He also is the Advisor of choice to many certified endowments throughout the state of Connecticut.
Prior to joining Northstar Wealth Partners, Tyler spent a majority of his career affiliated with Essex Financial Services, Inc. He began his financial services career with Fidelity Investments. Tyler’s affiliation with Northstar expands his private practice responsibilities, as he will also be assisting Northstar in expanding their presence by opening and maintaining an office in the Old Saybrook, Connecticut area.
He is an alumnus of Ithaca College’s Park School of Communications where he earned a Bachelor of Science degree in Communications. Tyler actively gives back to the Old Saybrook community as a youth soccer and baseball coach. He also serves on the board of the Community Music School in Centerbrook, Connecticut. In his spare time he enjoys skiing, playing golf, and traveling with his family. Tyler is happily married and lives with his wife and three children in Old Saybrook, Connecticut.