Polaris Private Wealth

Polaris Private Wealth, a client-centric wealth management practice is committed to delivering the highest level of client satisfaction within financial planning and wealth management services. No one strategy fits everyone and the path to financial freedom is unique to the needs and circumstances of each individual client. Our Team’s diverse background brings industry knowledge and expertise from some of the most prominent wealth management firms in the country. The combined experience as entrepreneurs, business executives, and financial professionals, has allowed them to support a diverse array of clients. Our solutions include-Personalized Financial Planning -Establishing Goals & Investment Strategy -Retirement Planning & Analysis -Investment Portfolio Management -Access to Alternative Investments -Wealth Education & Investment Advice -Lifestyle Advisory Services -Estate Planning and Charitable Giving -Specialized Planning for Business Owners and Executives Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Polaris Private Wealth is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Polaris Private Wealth and Kestra IS are not affiliated. finra.org/sipc.org This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Compliance Department at 844-553-7872.