How Can We Assist You?
- Trust and Your Advisor…
- We are a fiduciary
- We are fee only
- We are on your team
- We are your personal Chief Investment Officer
- Managing Your Retirement…
- We provide strategies to help maximize your retirement income
- We help you plan, so you don't outlive your money
- We work with your CPA to help limit tax ramifications
- Preserving Your Wealth…
- We work with you to set and fund financial goals
- We help you track your progress to meet your financial goals
- We work with you to retire successfully
- My Family and My Legacy…
- We work with you to educate you on the best ways to leave money for your family
- We work with you and your attorney to create a trust
- We work with you on strategies to leave money for charity
- How to Invest Responsibly…
- We work with clients that want to align their personal values and their investments
- We offer portfolio management solutions to meet our clients' needs
- Keeping Up-to-Date…
- We offer every client a complimentary financial plan and update it regularly
- We educate our clients through blogs, podcasts, and educational emails
- We conduct quarterly client meetings
- We reply to all questions within one business day
$1.1 BILLIONASSETS UNDER MANAGEMENT
OVER 20 YEARSIN BUSINESS
Polaris Greystone in the News
Are Investors Finally Questioning Trump's Policies?
February 6, 2017
Jeff Powell, Polaris Greystone Financial managing partner and chief investment officer,weighs in on the impact President Donald Trump is having on the markets and discusses investor sentiment and Fed policy. Powell speaks on "Bloomberg Daybreak: Asia."
WHAT IS EVERYONE TALKING ABOUT?
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