​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 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

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​​

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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Contact
​(888) 212-9940
​[email protected]
© 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.