POLARIS-WM.COM

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... We are a Trusted Advisor to our clients; the quarterback of their financial service team and their personal Chief Financial Officer. We adhere to a fiduciary standard for our advisory clients placing our advisory clients' interest ahead of our own. We are a fee-based planning and advisory firm; we don't have any proprietary products or sales quotas. We are fiercely independent; we have purposefully chosen to align with the..

Primary location: Destin United States