Turnkey wealth management programs.

Wealth Management

Comprehensive financial planning and investment management for clients from a team of dedicated financial advisors.

Financial Advisors

A team of dedicated financial advisors focused on goal-based financial planning & investment management for your members.

Digital Platform

Combining best in class technology for superior member experience ​& support via desktop or mobile app. ​

Workplace Benefits

Retirement plans, health savings accounts, and personal financial advice designed to enhance your SEG offering.

Program Maangement

Success managers partner with your team to deliver growth strategies, staff training, compliance, reporting, marketing and ongoing support.

Your trusted wealth
​management partner. 

Banc Wealth Group is committed to serving as a dedicated wealth management partner to community and regional banks and their customers.

​We offer a customizable programs and services to help banks compete in the wealth management space. Our mission is to provide clients with personalized advice and investment management to help them plan and achieve their financial goals.
Contact us to start the conversation. 

Contact Us

And see how we can help you
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​(888) 212-9940
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© 2024 Polaris Financial, LLC.
Advisory services offered through Polaris Financial, LLC doing business as Banc Wealth Group. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services. 
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
Banc Wealth Group has a partnership with banks to provide investment advisory services to their customers. The banks are not investment clients of Banc Wealth Group but have a revenue sharing relationship that can create a conflict of interest.