Check the background of your financial professional on FINRA’sBrokerCheck ↗
Home

Services

Property and Casualty Insurance
Personal Protection Strategies
Financial Planning
Retirement Planning
Wealth Management
Employee Benefits
About
Team

Resources

FAQ
Testimonials
Customer Relationship Summary
Contact Us

📞 914-292-5505✉ marjomand@financialguide.com
What We Do

Wealth Management designed around you.

Polaris provides customized wealth management solutions that integrate investment advisory with risk management, delivering differentiated strategies and tax-favored protection for every stage of your financial life.
Our Approach

A holistic approach to wealth management.

We help simplify the investment process and design a program around your needs and individual objectives.
Preserving generational wealth is one of the most important concerns for today’s families and individuals. Polaris works with affluent families and their team of advisors to devise risk management solutions, provide investment advisory services, and ensure that your assets and liability coverage complement your life insurance and estate planning directives.

Whether you are investing in a new company or initiating a new business relationship, our in-house advisory and consulting services review your contracts to facilitate risk transfer and ensure your interests are protected at every step.
What Sets Us Apart
Integrated Protection
Unlike firms that silo investments from insurance, Polaris integrates both, with the goal of ensuring your portfolio, coverage, and estate plan work together as a unified strategy.
Your Advantage
Broad Investment Access
Access to 130+ portfolio choices, 260+ separate account managers, unified managed accounts, and customizable investment approaches across a wide range of strategies.
Our Process

From discovery to ongoing advice.

Every wealth management relationship follows a disciplined, five-step process designed to ensure your strategy is aligned with your goals and evolves as your life changes.
01
Discover
We work with you to understand your specific needs, investment goals, and how your assets are currently being managed.
02
Review
We review available investment programs to determine which are consistent with your risk tolerance and objectives.
03
Solve
We present a personalized proposal on how your investments will be managed, priced, and supported over time.
04
Execute
Your account is opened and strategy executed. You receive consolidated reports tracking overall progress.
05
Ongoing Advice
We provide consistent investment advice and monitor your progress every step of the way as your needs evolve.
Wealth Management Products & Solutions

The right vehicles for your goals.

Whether you’re investing for your first home, planning retirement, or managing generational wealth, Polaris works to connect you with the right investment solutions.
Consolidated Pricing · Client Reporting
Wealth Management Services
Access to 130+ portfolio choices, 260+ separate account managers, and customizable investment approaches tailored to your objectives.
Diversification · Professional Management
Mutual Funds
Pool your investment with others to access a professionally managed portfolio of stocks, bonds, and other securities.
Diversification · Tax Efficiency · Lower Cost
Exchange-Traded Funds (ETFs)
ETFs generally track a market index and trade on major exchanges like individual stocks, offering diversification and tax efficiency.
Tax Advantage · Investment Flexibility
Individual Retirement Accounts
Save for retirement with tax advantages through traditional or Roth IRAs with direct control and flexibility.
529 Tax Advantages · Flexible Options
Section 529 Plans
State-sponsored investment programs designed to help you meet higher education goals with attractive tax advantages.
Liquidity · Wealth Strategy
Securities-Backed Lending
Access liquidity by borrowing against your securities account for unexpected expenses or time-sensitive opportunities.

Ready to build wealth with confidence?

A personalized wealth management strategy starts with understanding your goals. Let’s talk about where you are, where you want to go, and how Polaris can help you get there.
Schedule a Conversation