Our mission is to provide superior customer service, detailed financial planning and tactical investment management to our diverse client base throughout the United States.
We believe that better knowledge leads to better financial outcomes for our clients. All of our advice is aligned with our clients’ best interests at heart. We believe in being clinical in our portfolio strategies. We monitor global markets to provide insight and advice to our clients to help them accomplish their long-term financial goals.
Our mission is to provide superior customer service, detailed financial planning and tactical investment management to our diverse client base throughout the United States.
We believe that better knowledge leads to better financial outcomes for our clients. All of our advice is aligned with our clients’ best interests at heart. We believe in being clinical in our portfolio strategies. We monitor global markets to provide insight and advice to our clients to help them accomplish their long-term financial goals.
Colbey is a Financial Planning Associate/Paraplanner at Polaris Wealth. He assists the wealth management team with creating reports and deliverables to present to clients.
Colbey is originally from Chicago, IL, but is currently living in Houston, TX. Colbey graduated from the University of Illinois at Urbana-Champaign, where he discovered his passion and wealth management.
In his free time, Colbey enjoys traveling, trying new foods and spending time with his 10 siblings.
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