Products & Services

Our goal at Polaris Wealth Management is that to have you think of us as your personal Chief Financial Officer, rather than you making all of your critical financial decisions alone.  Here's what you can expect when working with us:

• Acquire and maintain a thorough understanding of your financial goals
• Carefully develop and periodically review investment risk and timeframe
• Explain the implications of all recommended financial planning strategies to assist in passing on intergenerational knowledge
• Update pertinent financial information as your life unfolds and needs evolve
• Act as the primary financial advisor and steward of your financial future
• Coordinate with other strategic professionals as required to make sure your estate is legally protected