Polaris Greystone Financial Group

Polaris Wealth Advisory Group is an independently owned, fee-only, federally registered investment adviser located in San Rafael, California. The firm employs approximately 19 individuals. Polaris Wealth Advisory Group offers comprehensive wealth management services to a diverse clientele, including individuals, trusts, estates, charitable organizations, and businesses. Their expertise extends to retirement plan sponsors, assisting them in developing, designing, implementing, and maintaining plans tailored to their specific requirements. As a fee-only firm, Polaris Wealth Advisory Group prioritizes transparency and aligns their interests with those of their clients. They manage approximately $1 billion in client assets, demonstrating their commitment to responsible stewardship. For inquiries or to learn more about Polaris Wealth Advisory Group's services, interested parties can visit their website at polariswealth.com.