What separates Polaris Wealth from most financial services firms, aside from being founded by a Howard graduate and lead by experienced Black financial advisors in Chicago, is we realize that building and maintaining wealth encompasses so much more than just investing money.
We understand how political, social and historical factors have impacted the socioeconomic status of certain communities and strive to normalize financial planning in every community we can.Typically, when people think about wealth management, they typically think about money. At Polaris Wealth, we take a different approach: your goals aren't just financial.
We understand how political, social and historical factors have impacted the socioeconomic status of certain communities and strive to normalize financial planning in every community we can.Typically, when people think about wealth management, they typically think about money. At Polaris Wealth, we take a different approach: your goals aren't just financial.
Services
At Polaris, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you whether you be are a single person, married with children individuals, corporate executives, professionals, business owners & not for profits at any income and wealth level.
Our Clients share in the realization that by coordinating and managing today's financial decisions they can seek to achieve or potentially exceed their goals for tomorrow.
However, what all of our clients, whether they be municipalities and governemntal organizations, businesses, or individuals, have in common is their desire to partner with an experienced firm that they can trust to help them make better financial decisions that can extend beyond their lifetime.
However, what all of our clients, whether they be municipalities and governemntal organizations, businesses, or individuals, have in common is their desire to partner with an experienced firm that they can trust to help them make better financial decisions that can extend beyond their lifetime.
Our goal at Polaris Wealth Management is that you might think of us as your 'CFO', Chief Financial Officer, rather than you making all of your critical financial decisions alone. Explain the implications of all recommended financial planning strategies to assist in passing on intergenerational knowledge.
Designing and managing retirement plans for your employees poses complex challenges and risks. Your plans must meet employee expectations, but also follow specific fiduciary procedures as mandated by the Employee Retirement Income Security Act (ERISA) and the Department of Labor.
As an objective advisor, we assist you with managing the risks involved and help design a plan that is effective both for you, as the plan sponsor, and for your employees.
As an objective advisor, we assist you with managing the risks involved and help design a plan that is effective both for you, as the plan sponsor, and for your employees.
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