who we are
Wealth isn’t about luck. It’s the result of a well thought out  plan designed to set you up for life –  not just for today.

With over 200 collective years of experience and approximately $750 million* under advisement, Polaris Wealth Management Group has both the expertise and scale to provide extraordinary financial services for our clients.

*As of March 31, 2024.
Our philosophy

You need a plan:
When taking a trip, you don’t decide the destination the night before. Having a plan is important for successful outcomes in all facets of life and a critical part of reaching your destination.
Patience is often rewarded:
Historically, markets have generally climbed higher, but investors have had to be patient and resilient to be rewarded. There will be rough patches in the future, and how investors react is a critical factor in achieving their objectives.
Keep it simple:
In an industry that is unnecessarily complicated, we look to simplicity. Straightforward and common-sense solutions are our focus.
Don’t chase the shiny object:
Our collective experience gives us the perspective of time. Fads come and go, and most fizzle out. Consistent commitment to our process and time-tested approach will not fade.
Focus on what can be controlled:
The old adage, ‘You can’t control the wind, but you can adjust your sails,’ applies here. We can’t help control market volatility, but we can manage portfolio risk, type, and the position it assumes in your long-term plan.