​High Touch, High Tech Wealth Solutions 

Designed to provide your customers with an outstanding experience throughout their financial journey. ​As a dedicated wealth management partner, Polaris develops custom wealth management programs through ongoing collaborative, long term relationships. For each of our wealth programs we provide the marketing, training, support, technology, and compliance to provide your customers with an outstanding experience.  

Wealth Program

Interested in providing your customers with wealth services from a trusted financial advisor? Our wealth management program ​provides knowledgeable and experienced advisors equipped with the latest technology to deliver fiduciary advice to your customers.
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Small Account Solution

Already have investment or wealth services?
​Avoid turning away customers with smaller account sizes. With our robo-advisory platform we equip banks with a turnkey automated, online investment platform which can profitably service small accounts.

Retirement Plans

We offer banks low-cost, flexible, fiduciary retirement plans that are optimized to meet the needs of your employees. Many banks can benefit from a comprehensive review of their existing retirement plan - uncover unnecessary charges, commissions, and fees hindering the financial success of employees and the bank itself. Contact us to learn more about retirement plan services available to you.

See how we can help you.
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​(888) 212-9940
​support@bancwealth.com
Investment services provided by Polaris Financial, LLC doing business as Banc Wealth Group. Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
​All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details. 
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Financial, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.