Risk Management & Insurance

As part of our comprehensive financial planning, our goal is not just to help you accumulate wealth, but to make sure it is protected and preserved as part of your legacy in your lifetime and beyond. Polaris Wealth Management has particular experience in:

  • Will and trust design strategies
  • Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall plan
  • Estate tax reduction techniques
  • Insurance analysis
  • Family-gifting strategies
  • Charitable planning
  • Employee stock option optimization


Insure Now https://www.insureNowDirect.com/Polaris