Empowering Advice for Everyone Else

Welcome to Polaris Wealth Management!

 

When people think about wealth management, they typically think about money. At Polaris Wealth, we take a different approach: your goals aren't just financial. Whether it's about providing, protecting, educating, giving back, or simply enjoying your success, you need a financial advisor focusing on what really matters to you.

 

We take the time to listen carefully and ask the right questions. We learn about all aspects of your life: family, personal goals, goals for retirement, legacy needs, and tolerance for risk. Only then can we put a plan in place to help you pursue both your short- and long-term goals. We advise to empower you in making confident financial decisions.

 

What separates Polaris Wealth from most financial services firms, aside from being founded by an HBCU graduate, is we realize that building and maintaining wealth encompasses so much more than just investing money. We even consider how political, social and historical factors have impacted the socioeconomic status of certain communities. Polaris's in-house services are able to address all your needs, including tax planning, retirement, insurance needs, estate planning, and debt management.

 

Our goal is to act as your personal “chief financial officer” (CFO).  We connect all the professionals you will need on your team because we believe everyone should be able to afford sophisticated and honest financial advice. Our "one-stop shop" approach means that everyone, whether it be your accountants, attorneys, or other recommended professional, will be apprised of your goals and expectations.

 

You have a vision, but not a plan. That's where we come in. We have the knowledge, experience, and dedication to turn your vision into a strategic plan. Live the life you deserve for yourself and leave a lasting impact on the people and communities you love. Give us a call today and let us help you envision a future of financial freedom and dignity.