A custom wealth management plan for you and your business.
|
We believe in a unique, collaborative team approach to provide you a personalized life-long wealth management experience. We support clients throughout their entire wealth creation and preservation cycle and will continue to serve as a partner, advocate and advisor during all aspects of their business and personal journey. As an independent Registered Investment Advisor, we are held to a fiduciary standard – meaning that we are required to always act in your best interests. At Polaris, you can be sure our advice is unbiased and conflict-free.
|
A comprehensive wealth management plan loaded with features.
|
Business Valuations
We can provide an unbiased and independent valuation of your business, at any time. |
Independent Consulting
As entrepreneurs ourselves, we understand the benefits of a fresh set of eyes. We are always here to offer independent advice and analysis. |
Network Access
Access our network for consulting, sales, and funding opportunities for your goals. |
|
Legal Aid
Regardless of the size of your business, it can potentially face significant liabilities. We can recommend legal strategies and connect you attorneys. |
Cash Flow Optimization
Cash is king. Our advisors can help you maximize your personal and business cash flow. |
|
"Your personal CFO."
We understand that managing your personal finances in addition to your business can be daunting and stressful. Whether you're launching your startup or preparing to sell your business we can help you develop a plan to grow your wealth and bring you peace of mind. |
Getting To Know You
Selecting a wealth advisor is one of the most important financial decisions you will make. We believe your wealth advisor should understand your values, ambitions, and business. This is why we begin our process with an in depth conversation to get to know each other. Ask as many questions as you like, and we'll do the same. Before we dive into financials, there's nothing more important than feeling comfortable with each other.
Designing Your Plan
We begin to develop your short and long term financial plan. Through a comprehensive discussion, we'll map out your personal and career goals, family and professional relations, and financial situation so we can get the full picture of your lifestyle and financial planning and investment needs.
Constructing Your Portfolio
We will build you a diversified portfolio to help you achieve the goals outlined in our strategy meetings. When building your portfolio, we'll incorporate your business, outside investment accounts, 401k(s), and IRAs, and will guide you on long term care, insurance, real estate and private placement opportunities.
Managing Your Plan
Your business strategy is a living document. We continuously evaluate your plan and adjust it as your goals and needs change. If necessary, we help ensure that you have the right advisers in place when you need them the most. You will be able to connect with your peers and leverage our services such as business valuation, consulting, networking opportunities, long term planning, transfer of wealth, and sale of business. We provide continuous support and advice to you and your family.
Schedule a conversation. |