The Best of Both Worlds
Polaris Wealth Direct is a unique wealth management service. Clients interact with our online platform but always have access to our team.
Our platform was built to guide investors to their goals—at a fraction of the typical cost. We only recommend investments backed by rigorous academic research.
The process is simple.
Click the Get Started button to register and create the perfect investment strategy for your goals.
Speak or video-chat with a Portfolio Manager
Speak with a portfolio manager via video-chat or telephone to finalize your investment plan.
Choose Additional Services
If you need other wealth management services, you pay only for what you use.