Our Team

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.

There's strength in numbers, which is why Polaris Wealth Advisory Group uses a team-based approach.

Liz Kesselman Wealth Advisor

Liz has worked in the financial services industry since 1997. She first joined Polaris’ parent company, Adviser, in 2011. As a wealth advisor, she works directly with individual clients to provide comprehensive wealth management needs. She has also held the positions of vice president for Fisher Investments and regional vice president for Pioneer Investment Management. Liz was named to Forbes’ list of Top Women Wealth Advisors in 2023, 2022 and 2020. She is a graduate of Bates College and Phillips Academy Andover.

^{*For information on each industry award referenced on this page, please click here.}

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