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 advises individual investors and retirement plans, providing discretionary portfolio management, bespoke financial plans, and pension consulting. The firm documents client goals and constraints in written investment policy statements and also offers periodic, no‑charge educational seminars and workshops for retirement plan clients. Portfolios are constructed using modern portfolio theory and tailored asset allocation based on each client’s time horizon and risk tolerance; the firm deploys both long‑term and short‑term trading tools and may use margin and options strategies where appropriate. Advice covers a broad range of securities — including mutual funds, ETFs, fixed income, annuities, private placements and venture capital — and the firm affirms fiduciary duties when advising retirement accounts. Noteworthy operational features include that several supervised persons are registered representatives of a broker‑dealer and are licensed insurance agents, and the firm maintains an affiliated insurance agency, which the brochure discloses as a potential conflict when recommending commissionable products. Polaris also provides pension plan consulting and education, does not aggregate block trades across clients, and offers a mix of advisory and insurance‑related activities despite a relatively small advisory team and modest assets under management.

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.