- Polaris Wealth has had a very successful history of helping clients accomplish their long-term financial goals, which is why PWAG has become a top wealth management firm.
- Adviser Investments has had an equally successful history of helping clients.
- Merging our two firms allows for us to provide you the very best that is found at each firm.
- Our Intellectual IQ increases as a combined firm.
- We have a much deeper bench as a result of the merger.
- Our client offering dramatically expands.
- Our investments strategies, our investment team, and your advisor at Polaris does not change.
- There is no additional cost to you as a result of this merger.
- I couldn’t be more excited about our merger. We are happy to discuss this venture with you privately. You don’t have to do anything to remain a client.
- If you are concerned or have questions, we are happy to set up a meeting with you.
