Award Winning Financial Consulting

"A Registered Investment Advisor"

 Potter Spano Investments and Wealth Management

Formed in 2018 with the merger of Jerry Potter Financial and Consolidated Wealth Management both located in Charleston West Virginia. Potter & Spano Financial Group is a Registered Investment Advisor whose Primary Obligation is to provide investment advice to medium to high-net-worth clients while acting in a Fiduciary capacity, and so held to a higher standard of conduct than Registered Representatives or Financial Advisors. The Fiduciary standard mandates that the Registered Investment Advisor must unconditionally put the clients’ best interests ahead of their own, regardless of the circumstances. Registered Investment Advisors are regulated by the Securities and Exchange Commission and the West Virginia State Securities Commission.

Freedom Financial  Insurance Group, LLC 

FFIG is the Insurance Arm of our firm, and sells Life, Health, and Annuities to clients in a select group of conservative clients. Including individuals and groups up to 100 employees

Freedom Federal Educators, LLC

An Education Company with Dunn And Gage affiliation with the Federal Government provides Federal Employees; Benefit Education and Reviews for all of their federal benefit plans including:

Medical, Medicare, FEGLI, FERS, TSP, CSRS, LTC and Social Security Analysis

With over 740 Individual, and 4 Institutional clients, Potter & Spano Financial Group, is one of the regions fastest growing Registered Investment Advisory Firms.

 Joe entered the Insurance and Financial Services Industry in 1983 with the Equitable Life Assurance Society  now (AXA Financial) as an Agent, becoming a Financial Advisor in 1984. 

Mr. Spano is a Life Member of the Million Dollar Round Table. He has qualified for the prestigious award 20 years, earning 9 “Court of the Table" qualifications.  Mr. Spano is the only 3 Time “Top of the Table” Million Dollar Round Table member in the state of West Virginia, the highest achievement in the financial services industry, for production and ethics.

 Joe has finished as the #1 top producing advisor for three different companies, out of over 35,000 advisors, and won numerous industry and company awards in his 39- year career.  Joe specializes is retirement, financial and investment consulting and  is a Federal Employee Benefit Specialist FEBS, and Federal Retirement

 Consultant FRC

Joe was the President and founder of Consolidated Wealth Management before merging into Potter & Spano Financial Group in 2018. 

Joe is married to the former Terri Gambrel and has one son, an attorney in Charleston WV.  He enjoys landscaping, gardening, boating, and Mountaineer sports, and enjoys time with his four grandchildren.