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, we root ourselves in what matters most to our clients.
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.
Typically, our clients 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. Give us a call today and let us help you envision a future of financial freedom and dignity.
Newsletters
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Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
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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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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.