About Us

The Managing Partners of Polaris Private Wealth (PPW) formed after recognizing that people’s lives are growing more complex every day. As a result, the need for personalized financial planning has become greater than ever. We at PPW believe in a client-centric approach that puts the client’s best interest first. In doing so, the firm provides personalized financial plans tailored to each client’s unique situation. By creating an all-encompassing plan, we’re able to address every aspect of our client’s personal, professional, and financial life.   

Our Team’s diverse background brings industry knowledge and expertise from some of the most prominent wealth management firms in the country. Their combined experience as entrepreneurs and financial professionals has allowed them to support a diverse array of clients from Executives, Business Owners, Professionals, Retirees, and many others.