Broker Check

Who We Are


Welcome to Polaris Private Wealth, a client-centric wealth management firm located in Auburn Hills, MI. We are committed to delivering the highest level of client satisfaction within financial planning and wealth management services. The firm was founded on a culture of excellence and driven by the demand for personalized financial plans that achieve the goals, and objectives, of each unique client.  

Whether it’s a simple or sophisticated plan, we implement customized investment strategies tailored to each individual client. Once a plan is implemented, we schedule reoccurring reviews with the client, to monitor and track progress. This allows the plan to be modified when necessary and helps to ensure that the client remains on the path to financial independence.

If you’re in need of personalized financial planning and would like to know more, please call 248-230-8100 or send us a message via the Contact Us form. We welcome the opportunity to speak with you.

<span id="_mce_caret" data-mce-bogus="1"><sup data-mce-bogus="1"></sup></span>Our Philosophy

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.

Our Wealth Management Capabilities

We recognize that life has many complexities and the path to financial freedom is unique to the needs and circumstances of each individual client. In addition to managing traditional investments, Polaris Private Wealth develops sophisticated strategies that are all-encompassing solutions, tailored to the needs of each individual client. Those solutions include:

Client Centered
  • 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