Firm Introduction Polaris Wealth Advisory Group (“PWAG”) is registered with the Securities and Exchange Commission as an investment adviser. We provide comprehensive wealth management services to individuals, trusts, estates, charitable organizations, and businesses. Brokerage and investment advisory services and fees differ, and it is important for you to understand the differences. Free and simple tools are available to research firms and financial professionals at investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.