At Polaris, we are dedicated to being a company where business owners and entrepreneurs will find more than financial advice. They will find guidance that integrates all of their connected goals for life, business, and finance.
We believe the basis of a financial relationship is competence and integrity. We are committed to providing investment management and strategic wealth planning that is specific to you, your family and your business. Simply put, we strive to be our client’s trusted advisor. With over 15 years of industry experience, our founder has the skills and resources to help you achieve you financial goals. He combines his years of industry knowledge and experience with an understanding of client objectives to research and analyze investment opportunities, present strategic plans, and deliver customized portfolios.