​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.

Guiding Principles

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

Client First

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

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.

Commitment to Innovation

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

We strive to deliver high quality investment management solutions for members. 
  • Design well diversified and objective driven portfolios for members.
  • When possible lower fund fees for members​.
  • Support and lead initiatives to bring greater transparency to the world of investments.
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Contact
​(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.