A complete list of active advisors currently associated with Polaris Wealth Management, LLC
Warmer can help you find a great advisor at Polaris Wealth Management, LLC or one who fits your needs even better.
Polaris Wealth Management provides advisory services to individual investors and retirement plan clients, offering ongoing portfolio management, comprehensive financial planning, and pension consulting. The firm charges percentage‑of‑AUM advisory fees for ongoing management and also offers periodic educational seminars and workshops for retirement‑plan clients at no charge. The firm documents client goals and risk tolerances in a tailored Investment Policy Statement and typically manages accounts on a discretionary basis, applying modern portfolio theory to guide asset allocation and monitoring accounts regularly. Portfolio implementation can include a wide range of instruments — mutual funds, ETFs (including precious‑metal ETFs), fixed income, annuities, private placements and venture capital — and strategies such as long‑ and short‑term trading, margin and options. Polaris’s supervised persons also operate in brokerage and insurance capacities; the brochure discloses registrations as broker‑dealer representatives and licensed insurance agents (including activity through Polaris Insurance Agency) and describes procedures to disclose and document the resulting conflicts of interest. The firm’s combination of retirement‑plan consulting with free educational workshops, its use of commissionable product channels alongside adviser services, and operational choices such as not aggregating block trades and permitting client‑directed brokerage distinguish it from many peers.
To learn more about the advisors currently working at Polaris Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Flossmoor, IL
| 5
| |
Flossmoor, IL
| 5
| |
Flossmoor, IL
| 11
|
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