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Where Do You Want Your Financial Roadmap to Take You?

Thoughtful wealth management for successful people who want objective advice and professional assistance managing their wealth.



At Polaris Wealth Management we develop and implement comprehensive strategies that support our clients' efforts to grow, protect, and transfer wealth on their terms. Free of corporate priorities, sales quotas, and proprietary products, our sole focus is on serving our clients' interest and exceeding their expectations. As an independent, fee-based firm, we combine extensive knowledge, experience and industry leading tools to help clients pursue their goals and experience the joy and quiet confidence that comes with knowing their financial lives are in order.

Every day we are auditioning for the most important position on our clients' select team of trusted advisors.

Free Portfolio Risk Analysis 

​Why Work With Us?

We are committed to providing a high level of service that stands apart from the rest.


​How Do We Work?

​Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.


What Do We Do?

Polaris Wealth Management

Helpful Content

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

 

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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