Turnkey wealth management programs. 
Empower your bank with financial planning and investment management services for your customers.

Your trusted wealth management partner. 
Ban Wealth Group, part of Polaris Financial, is committed to serving as a dedicated wealth management partner to community and regional banks. We offer a suite of programs and consulting services to help banks compete in the wealth management space. Our mission is to empower financial institutions to launch and grow their wealth management business. Contact us to start the conversation. 

Wealth Solutions
A suite of programs and solutions designed to provide your clients, or employees with an outstanding experience throughout their financial journey. 

Wealth Management Program

Small Account Program
We bring together everything that is required to provide your institution with a modern financial planning and investment management service. Our turnkey solution includes a dedicated financial advisor, technology, marketing content, compliance and practice management.
Already have an existing wealth management business? Unlock growth opportunities and increase profitability with our digital wealth platform designed to cultivate small account relationships. 

Wealth Technology Consulting

Financial Wellness for Business
Our team of consultants provide strategy and technology solutions to modernize, optimize, and grow your wealth management offerings. 
Our financial wellness solution makes it easier for you to attract and retain the talent that drives your business forward. Through our team of experienced advisors and easy-to-use online tools, we help your employees prepare for life events, retirement and their health. ​

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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.