Our Expertise

Polaris Wealth is an independent discretionary wealth management and financial planning firm offering low-cost, fee-based investment management and financial planning services.

All advisors at Polaris Wealth share the same investment philosophy: We follow an evidence-based approach to investing that has evolved out of decades of academic research from leading academic minds around the world. At the core of this philosophy is a broad-market, geographically diversified investment methodology.

Polaris Wealth advisors bring considerable knowledge and experience to their work. All have extensive, relevant education in business, portfolio design and financial planning. Most hold the Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation.  Over the course of their careers to date, all have established a reputation for excellence, prudence, client service and attention to detail. To find out more about each advisor’s background, read our advisor profiles.

 

Our Expertise

> Back