Polaris Wealth Partners

Polaris Wealth Partners provides wealth management and financial planning for individuals, high-net-worth households, pension and profit-sharing plans, and charitable organizations, and also offers ongoing retirement plan consulting to employer plan sponsors. The firm operates on a fee-only, percentage-of-assets basis and generally requires a $500,000 minimum account size (which it may reduce or waive on a case-by-case basis).

The firm develops individualized investment policies and asset‑allocation targets through a process that can include fundamental, bottom‑up, and cyclical analysis and Modern Portfolio Theory, and it typically manages accounts on a discretionary basis. Portfolios may blend passive and active strategies, mutual funds, ETFs, and individual securities, and can be customized for tax considerations, employee‑benefit optimization, or socially responsible investing as part of comprehensive financial plans.

Noteworthy among peers, Polaris explicitly provides employer retirement plan consulting — including investment policy design, performance attribution, fee analysis, participant education, and vendor searches — and states it will act as a fiduciary for ERISA‑governed plans when engaged. The firm is a small, recently established adviser with roughly $4.7 million in discretionary assets under management and requires clients to use selected institutional custodial platforms to facilitate trading and reporting.