Banc Wealth Group
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Why Banc Wealth Group

Resources & support to grow and sustain your
​wealth program

​A Client First Experience​.

Focused on banks, our mission is to provide clients with personalized advice and investment management to help them plan and achieve their financial goals.

​Banc Wealth Group is part of Polaris Financial. To learn more about Polaris Financial please visit our website.
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Guiding Principles

Our Guiding Principles form the framework for how we interact with clients, colleagues, and the greater community.
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Client First

We will always put our client's interests before our own.
  • Gain a deep understanding of our client's concerns, priorities, and goals
  • Act in a fiduciary capacity
  • Forge relationships with clients built on trust, loyalty, & integrity
  • Introduce products and/or services that help clients better manage their financial life
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Pledge to the Common Good

We seek to help and strengthen the communities we serve. 
  • Participate in community events and fundraisers
  • Foster a corporate environment that supports community involvement
  • Spearhead initiatives for greater financial literacy
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Commitment to Innovation

We will continually innovate to improve the client experience
  • Implement technology that allows for a streamlined wealth experience
  • Develop seamless integration of services and products
  • Integrate technology that makes it simple for clients to understand their wealth​​
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Focus on Investment Management

We strive to deliver high quality investment management solutions for clients. 
  • Design well diversified and objective driven portfolios for clients
  • When possible lower fund fees for clients​
  • Support and lead initiatives to bring greater transparency to the world of investments
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(888) 212-9940
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© 2025 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. 
  • Home
  • Wealth Program
    • Financial Advisors
    • Digital Platform
    • Investments
    • Workplace
    • Program Management
  • Why Banc Wealth
  • Contact
  • News