Polaris Wealth Advisory Group
Polaris Wealth Advisory Group (CRD# 158718) is a financial advisory firm headquartered in San Rafael, CA. They manage $1,962,358,645 in 4,211 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,962MILLION
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Total Number of Accounts4,211ACCOUNTS
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Average Account Value$466,008
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Matthew Batzel (CRD# 5986777) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in Houston, TX and has over 10 years of experience in the finance industry.
Brandon Berman (CRD# 5911138) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in San Rafael, CA and has over 11 years of experience in the finance industry. Brandon Berman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ryan Collette (CRD# 6048928) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in San Rafael, CA and has over 9 years of experience in the finance industry.
Dominic Colletti (CRD# 6149727) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in Chicago, IL and has over 9 years of experience in the finance industry. Dominic Colletti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Spencer Daw (CRD# 5912420) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in Houston, TX and has over 10 years of experience in the finance industry.
Matthew Erickson (CRD# 3147132) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in Troy, MI and has over 15 years of experience in the finance industry.
Michael Kreza (CRD# 7090760) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in Troy, MI and has over 3 years of experience in the finance industry. Michael Kreza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John McNertney, CFP®, Director
John is a Director and a member of the Business Development Team with Polaris Greystone. John has extensive experience within the financial services industry, having worked at TD Ameritrade and Merrill Lynch prior to joining the Polaris Greystone team. John meets directly with clients and prospective clients to communicate Polaris Greystone's investment strategies and review all financial planning needs.
John is a graduate of the University of Iowa, where he earned a BS degree with a major in psychology and minors in French and philosophy. He is also a Certified Financial Planner™ professional. John possesses an in-depth knowledge of the financial markets and prides himself on delivering a world-class experience to our clients.
When he is not helping clients, John is an avid family man, spending his free time with his wife and three children. He is a voracious reader and enjoys watching news programs and documentaries.
Polaris Greystone Financial Group, LLC is an independently owned, Securities and Exchange Commission (SEC) Registered Investment Adviser. We are a fee-only adviser and do not charge commissions for buying or selling stocks or bonds. Our services include: tactical portfolio management, private wealth management and financial planning… all provided with unparalleled individual attention focused on developing successful, long-term relationship.
Jeff Menning (CRD# 2909757) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in Costa Mesa, CA and has over 24 years of experience in the finance industry. Jeff Menning has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.