Financial Planning to help you reach your goals.
Investment Management to help you invest wisely.
Fiduciary, Fee-Only Advice
At Polaris Asset Management, we've chosen the Fee-Only approach to financial planning because we feel that offering commission products has the potential to cloud our judgment and skew our advice. For you, that means no sales pitches for life insurance or annuities, because we don't sell them.
For investors, handling your investments can be a challenge. We offer personalized investment portfolios customized to meet your risk preferences and goals. For those who live abroad, we also work to keep you compliant with U.S tax requirements.
Navigating the complexities of a global lifestyle requires financial planning from a global perspective. We take time to learn about our clients' goals, dreams, and life situations so we can craft a plan that fits.