Wealth Management

You've come to the right place.



Your financial goals are as unique as your life. At Polaris Capital Advisors, we deliver diversified, multi-asset class portfolios tailored to your individual financial objectives. While we follow a rules-based approach to manage the foundational models of your portfolio, your portfolio is shaped by the unique aspects of your overall financial plan. By maintaining a consistent allocation that reflects your needs, risk tolerance, and tax considerations, we help eliminate decision-making during market volatility.

A woman is standing in the snow holding skis.

Wealth Management for Families and Life’s Transitions

We understand that wealth management is about more than just numbers—it’s about empowering you to live your best life. Our team provides personalized attention and actionable strategies to help you achieve financial clarity and peace of mind.

01

Strategic Planning

Comprehensive, personalized strategies that account for your current financial situation, long-term objectives, and potential challenges. From budgeting and tax planning to wealth preservation, we help ensure your financial roadmap is built to support your unique goals.

02

Retirement Confidence

We take the uncertainty out of retirement planning. By analyzing your income needs, investment options, and savings strategies, we design a retirement plan that gives you confidence for the future and freedom to enjoy the life you’ve worked hard to build.

03

Legacy Preservation

Whether you’re preparing for your children’s education or ensuring your estate benefits future generations, our estate planning services are designed to protect your wealth and ensure a seamless transfer to your loved ones. We work closely with legal and tax professionals to craft solutions that reflect your values.

A man is sitting at a table holding a glass of wine.
  • What is wealth management, and why is it important for families?

    Wealth management is a comprehensive service that combines financial planning, investment management, and estate strategies to help families achieve their financial goals. It’s especially important for families navigating life transitions like retirement, sending children to college, or managing generational wealth. By working with a wealth manager, you gain a partner who ensures your finances are aligned with your goals and prepared for the future.

  • What can I expect when working with a wealth manager at Polaris Capital Advisors?

    Our process begins with a detailed consultation to understand your unique financial situation, goals, and concerns. From there, we develop a personalized plan covering investments, tax strategies, and long-term planning. We stay by your side, regularly reviewing and adjusting your plan as your life evolves, ensuring your financial strategy stays aligned with your needs.



  • How is wealth management different from financial planning?

    While financial planning focuses on creating a strategy for achieving specific financial goals, wealth management takes a broader approach, incorporating investment management, tax strategies, and estate planning. It’s ideal for families or individuals with significant assets who need a holistic approach to managing their financial lives.

Take Control of Your Financial Future

Your wealth deserves expert care and attention. At Polaris Capital Advisors, we’re dedicated to providing personalized support that empowers you to reach your financial goals.