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1020 Park Dr Unit #213
Flossmoor, IL 60422

Phone:

(312)951-2606

Fax:

(312)281-9929

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Empowering Advice for Everyone Else

Welcome to Polaris Wealth Management!

What separates Polaris Wealth from most financial services firms is that we recognize that building and maintaining wealth encompasses so much more than just investing money. We understand how certain political, social and historical factors have impacted the socio-economic status of certain communities  and strive to normalize financial planning in every community we can.  

At Polaris Wealth, we take a different approach: your goals aren't just financial.  We take the time to listen carefully and ask the right questions. Our discovery process allows us to learn what matters most to you: family, personal and retirement goals, legacy needs, health concerns or risk management.

Typically, our clients have a vision, but not always a long-term plan. At Polaris, we develop financial plans that address all your needs, including tax planning, retirement, insurance needs, estate planning, and debt management and work with competent indviduals to execute. We have the knowledge, experience, and dedication to turn your vision into a reality. Let us help you envision a future of financial freedom and dignity.

Click below to schedule a free discovery consultation

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Reviews annual enrollment dates and options for Medicare participants.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck