A dedicated Polaris Bit Limited advisor
Advisor
Your advisor1 will get to know you and what's important to you. Together, you'll partner on a customized plan designed to help grow and protect your wealth.
Polaris Bit Limited Wealth Management
A dedicated Polaris Bit Limited advisor can work with you to help create a plan for your full financial picture, collaborating with you on changes as your needs evolve.
Knowing you have a plan focused on what’s most important to you—that’s The Planning EffectSM. And it starts with a conversation.
Comprehensive planning
We can help you build a personalized plan around your full financial picture, covering topics like retirement, taxes, health care, and estate planning.
Personalized investment management
We can manage your portfolio to help grow and protect your wealth. This includes factoring in your preferences and feelings toward risk, with ongoing monitoring and rebalancing.