Polaris Wealth Management

1553 Venice Ave

Fort Walton Beach, FL 32547

850-420-1842

About Polaris Wealth Management

It started with a simple idea: Build a highly successful, comprehensive wealth management firm working with a small, select group of people who want customized advice and help managing their wealth.

We are a valued 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 primarily 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 #1 Independent Broker/Dealer in the U.S.* (As reported by Financial Planning magazine, 1996-2025, based on total revenue.) so we can have access to sophisticated systems, tools and money managers on behalf of our clients. We are not obligated to a corporate master or group of shareholders which allows us the freedom to focus on long term results. We are committed to a high ethical standard and independent advice.

EVERY DAY WE ARE AUDITIONING FOR THE MOST IMPORTANT POSITION ON OUR CLIENTS' SELECT TEAM OF TRUSTED ADVISORS.

See Disclosures

General Information

Firm Start Year

2012

CRD#

8153510

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses

Services

Investment Types

Bonds, Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities

Can meet clients in the following ways

Email, Our Office, Phone, Video Conference

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Disclosures

RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

Private Advisor Group, LLC Form ADV Part 2A Brochure (PDF)

Disclaimer

Securities offered through LPL Financial, Member FINRA & SIPC, Investment Advice offered through Private AdvisorGroup, a registered investment advisor. Private Advisor Group and Polaris Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.