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.

Julia Moore
Client Service Admin

Julia is a client service admin within the Polaris Wealth Client Service team and is responsible for partnering with the firm’s wealth management teams to provide an elevated service experience for clients.

She previously worked in Newport Beach within the financial services industry. At California State University, Long Beach, Julia earned her Bachelor of Arts degree and double majored in economics and international studies. In her current position at Polaris Wealth, her duties include account administration, processing new and existing account paperwork, money transfers, and fulfilling client service requests.

In her free time, Julia enjoys going to the beach, being outdoors, traveling, and spending time with her loved ones.

800.268.9046
INFO@POLARISWEALTH.COM

THIS WEBSITE IS SOLELY FOR INFORMATIONAL PURPOSES. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RETURNS. INVESTING INVOLVES RISK AND POSSIBLE LOSS OF PRINCIPAL CAPITAL. NO ADVICE MAY BE RENDERED BY POLARIS WEALTH ADVISORY GROUP UNLESS AN INVESTMENT MANAGEMENT AGREEMENT IS IN PLACE.

Our Team

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

Julia Moore Client Service Admin

Julia Moore
Client Service Admin