WHAT ARE YOU HERE FOR?

 

 

YOU AND YOUR FAMILY?

Personalized Wealth Management

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YOUR BUSINESS?

Employer-Sponsored Retirement Plans

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INSTITUTIONAL SOLUTIONS?

M&A and Sub-Advisory Investment Solutions

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How Can We Assist You?

 

  • Trust and Your Advisor…
  • Managing Your Retirement…
  • Preserving Your Wealth…
  • My Family and My Legacy…
  • How to Invest Responsibly…
  • Keeping Up-to-Date…
 

Approximately

$1.1 BILLION

ASSETS UNDER MANAGEMENT

 

 

8

STRATEGIES

 

5

NATIONAL OFFICES

 

OVER 20 YEARS

IN 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?

INTERESTED IN SCHEDULING A MEETING
OR A SECOND OPINION?