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.
Dolores joined Polaris Wealth as the Operations Assistant. She provides a supporting role assisting the Operations Team with daily task.
Raised in both SF and Marin Dolores enjoys all the great activities the bay provides. When not working or spending quality time with family. She’s on the road or traveling abroad looking for what to eat next.
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