Our Philosophy
The Polaris Private Wealth approach to working with clients focuses on three primary objectives: wealth preservation, maintaining and enhancing our client’s lifestyle, and helping to create the legacy our clients envision. We do this by gaining a deep understanding of our client’s financial circumstances, lifestyle, goals, aspirations, and concerns. This allows us to develop a comprehensive financial plan that is tailored specific to the goals and objectives of each client.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop, implement, and execute a successful path to financial freedom.
- Personalized Financial Planning
- Establishing Goals & Investment Strategy
- Retirement Planning & Analysis
- Consolidated Financial Reports
- Investment Portfolio Management
- Open-Architecture Platform
- Access to Alternative Investments
- Wealth Education & Investment Advice
- Lifestyle Advisory Services
- Estate Planning and Charitable Giving
- Cash Management and Lending Solutions
- Specialized Planning for Business Owners and Executives