Polaris Wealth Management

Our Firm

At Polaris Wealth Management, we understand that building and maintaining wealth encompasses more than just investing money. We recognize that certain historical and social factors have impacted the socio-economic status of certain communities, and it is our mission to normalize financial planning in every community we can. Our firm is dedicated to helping our clients cultivate wealth through thoughtful planning.

Our Philosophy

Our philosophy is centered around helping our clients cultivate wealth through thoughtful planning. We take a different approach to financial planning. We don't just focus on investing money; we take the time to listen carefully and ask the right questions. Our discovery process allows us to learn what matters most to our clients: family, personal and retirement goals, legacy needs, health concerns, or risk management. We understand that each client has a unique vision for their financial future, and it's our job to help them turn that vision into a reality.

Our Services

At Polaris Wealth Management, we offer a range of services designed to help our clients achieve their financial goals. These services include:

• Retirement Planning: We help our clients plan for a secure retirement by creating a personalized plan that takes into account their financial goals, tax implications, and other factors.
• Business Continuity/Succession Planning: We help business owners develop a plan for the transfer of their business, ensuring a smooth transition of ownership and minimizing tax implications.
• Employee Benefits: We help companies design and implement employee benefit plans that meet the needs of their employees.
• Insurance and Risk Management: We help our clients identify and manage risks that threaten their financial security, such as life insurance, disability insurance, and long-term care insurance.
• Portfolios: We help our clients manage their investment portfolios by providing customized investment strategies and monitoring their portfolio regularly.

Our Associates

Our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Our associates have extensive experience in the financial services industry and are committed to providing personalized service and expertise to our clients.

Get Started Today

If you're ready to start building a secure financial future, we're here to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.