POLARIS WEALTH PARTNERS

Overview

Polaris Wealth Partners is a small, independent registered investment adviser that serves individual and family clients through fee-based portfolio management and financial planning. The firm runs a largely equity-focused strategy, combining exchange-traded equities with selective mutual fund holdings and third-party alternative real estate allocations. Polaris reports using discretionary mandates for its clients and identifies as an active ESG investor, integrating environmental, social and governance criteria into security selection and manager due diligence. Given its client base and fee model (percentage of AUM), the firm operates as a boutique adviser that emphasizes personalized portfolio management rather than institutional capital allocation. Its advisory services include comprehensive financial planning, ongoing portfolio oversight for individuals and small businesses, and pension consulting support when needed.

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Location & Offices