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Polaris Wealth Advisory Group

About Polaris Wealth Advisory Group

Polaris Wealth Advisory Group provides comprehensive wealth management services to individuals, trusts, estates, charitable organizations, and businesses. Our goal is to help our clients reach their financial goals. We also serve retirement plan sponsors by helping them develop, design, implement and maintain plans that meet their needs.

Min project size

50,000+

Hourly rate

50 / hr

Employees

2

Locations

United States

Year founded

Founded 2011

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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