Polaris Wealth Management

Empowering Financial Advice for Everyone Else

Polaris seeks to help build and preserve your wealth. Through client-specific financial analysis, our services are designed to provide you financial well being for the long-term. We are dedicated to delivering advice in a manner that is both confidential and consistent with your needs. We consider every aspect of our clients’ financial lives, enabling us to become their essential partners – by providing wealth management advice, products* and services*.

 

 

Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss.  With any investment vehicle, past performance is not a guarantee of future results.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

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