Wealth Management for Customers.

Offer financial planning & investment services to your customers.

A turnkey full service wealth management program ​for customers

The BWG Wealth Management Program provides your customers with financial advice and investment services from dedicated financial advisors.

Our team handles all components of the program including investment & advisory services; technology; administration; compliance; and program management. The program is free to your bank and generates recurring non-interest fee income.

Designing Your Program

We understand that you may have specific goals and objectives for your wealth program. Each program may be tailored for your bank and to best serve your customers.

We can provide best practices and guidance on how to successfully establish and grow the program. We partner with your team to design and implement a business strategy tailored to the needs of your customers.

Program Features
The Wealth Management Program encompasses all that is required to provide your credit union with a comprehensive, modern financial planning and investment management service. 

Dedicated Financial Advisors

Your bank is provided with licensed, trained, and knowledgeable financial advisors. Our advisors operate as fiduciaries, which requires them to work in the best interest of clients. Advisors provide all clients, regardless of their account size, with personalized financial planning and investment management services. Advisors work floating schedules allowing them to meet with clients during normal business hours, evenings, and/or weekends. Clients have the option of meeting with their advisor via chat, email, phone, video conference, and/or face to face.  ​

Investments

Our in-house investment team curates a range of managed portfolios across the spectrum of investment objectives, risk tolerance, values, and tax situations. Portfolios can be customized to meet the investment needs and goals of clients. Portfolios are composed of commission free mutual funds, ETFs (exchange traded funds), stocks, bonds, and/or annuities. Account types include Individual, IRAs, Joint, HSAs, and retirement plans (401(k); 403(b); 457; cash balance).

Digital Investment Portal

Clients may access their investment portal with features including: digital onboarding / account opening, interactive goal based financial planning, detailed portfolio reporting, data aggregation for held-away accounts, and a secure document center. Clients may access their portal 24/7 from their desktop, mobile, or tablet. 
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Credit & Debt Reporting

Each client working with an advisor can have credit and debt information from numerous banking institutions analyzed and reported back to the bank. These analytics can identify a client's credit score, outstanding loans, mortgages, credit cards, and more - including interest rates and monthly payment amounts. These can create excellent opportunities & leads to bring more business back to the bank through other banking services that may be offered to each client, specific to their situation and anticipated needs!

Program Benefits

Protect Against Capital Flight
Serve Entire Customer Base

Boost Customer Loyalty
Attract & Retain Customers

Additional Recurring Non-Interest Revenue

View a Demo of the Client Experience ​

See how we can help you.

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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.