Polaris Wealth Management, LLC

Felicia Gates is a financial advisor at Polaris Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill from 2020 to 2023. Outside of her advisory role, she serves as an accountant for a nonprofit organization focused on human rights and social justice education and advocacy. Polaris Wealth Management provides advisory services to individual investors and retirement plan clients, offering portfolio management, financial planning, and pension consulting. The firm uses a tailored Investment Policy Statement to guide discretionary account management and applies modern portfolio theory across a range of investment instruments and strategies.

Thomas O'Shaughnessy is a CFP® professional with 11 years of industry experience, currently serving at Polaris Wealth Management, LLC since 2020. His prior experience includes roles at Marcum Financial Services LLC and Raymond James Financial Services Advisors Inc. He is a part owner of SASI, Inc., a third-party administration firm focused on plan consulting and qualified plan administrative activities. Polaris Wealth Management provides advisory services to individual investors and retirement plan clients, offering portfolio management, financial planning, and pension consulting. The firm applies modern portfolio theory in managing accounts and conducts educational seminars and workshops for retirement-plan clients.

Richard Chew is a financial advisor with Polaris Wealth Management, LLC, holding a Series 65 license and five years of industry experience. He has worked at Polaris Wealth Management since 2021 and also runs 1st Capital Insurance Group, where he sells life insurance and annuities. Outside of his advisory role, Chew hosts a public-access radio talk show on WCPT AM-820. Polaris Wealth Management provides advisory services to individual investors and retirement plan clients, offering portfolio management, financial planning, and pension consulting. The firm applies modern portfolio theory to tailor investment strategies and conducts educational seminars for retirement-plan clients at no charge.