Empowering Advice for Everyone Else

Welcome to Polaris Wealth Management!
What separates Polaris Wealth from most financial services firms, aside from being founded by a Howard graduate and lead by experienced Black financial advisors in Chicago, is we realize that building and maintaining wealth encompasses so much more than just investing money. We understand how political, social and historical factors have impacted the socioeconomic status of certain communities and strive to normalize financial planning in every community we can.
Typically, 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. We take the time to listen carefully and ask the right questions. Our discovery process allows us to learn what matters most to you: family, personal and retirement goals, legacy needs, health concerns or risk management.
Typically, our clients have a vision, but not a long-term plan. Polaris's team and in-house services are able to address all your needs, including tax planning, retirement, insurance needs, estate planning, and debt management. We have the knowledge, experience, and dedication to turn your vision into a strategic plan. Give us a call today and let us help you envision a future of financial freedom and dignity.
Newsletters
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.