Polaris Private Wealth

What Polaris Private Wealth does

Polaris Private Wealth is an independent, fee-based wealth management firm headquartered at 3250 Auburn Rd, Suite 102, Auburn Hills, Michigan, founded in 2022 through the merger of two predecessor advisor teams — RS Partners and the Teal Glasgow Group — under a unified client-centric brand. The firm delivers comprehensive financial planning, investment management, retirement planning, tax optimization, estate planning, insurance planning, and business-owner advisory services to individuals, families, business owners, and non-profit organizations across Michigan, operating through a 4-step Discovery-Build-Implement-Monitor process.

The firm operates on an open-architecture model with no proprietary technology platform; securities are offered through Kestra Investment Services, LLC (FINRA/SIPC member) and investment advisory services through Kestra Private Wealth Services, LLC, providing the regulatory and compliance infrastructure that Polaris would otherwise have to build independently. Client-facing digital assets are powered by FMG Suite and include a 60+-article resource center, a financial calculators library, educational videos, a quarterly market insights series, and a tax resources portal — functioning primarily as content-marketing and lead-nurturing tools rather than differentiated technology. The firm carries no AI/ML capabilities, no app, no public API, and no proprietary software.

Revenue is generated through professional-services fees on wealth management and advisory engagements under a model whose specific rate cards are not publicly disclosed; initial consultations are offered complimentary. Go-to-market is sales-led and education-driven, relying on direct advisory relationships, content marketing, and a "Stay Informed" newsletter to drive top-of-funnel awareness. The team comprises seven named professionals including Managing Partner Jon Teal (20+ years, CPWA), Shawn Glasgow (CPFA, 16+ years, ex-Merrill Lynch and Bank of America), VP of Business and Client Operations Melissa Hintz, and four RS Partners advisors and associates, consistent with a sub-10-employee practice.

Name

Polaris Private Wealth

Legal name

Polaris Private Wealth

Website

https://polarispw.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Polaris Private Wealth is an independent Michigan-based RIA delivering financial planning, investment management, retirement, tax, estate, insurance, and business-owner advisory services to individuals, families, business owners, and non-profits through the Kestra IS/KPWS platform.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA), Family Office Services (Single & Multi-Family Office) (FSABADAF)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management services
• Retirement planning services
• Estate planning services

Headquarters

HQ city

Auburn Hills

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management and Advisory Services: The firm generates revenue through comprehensive wealth management services including financial planning, investment management, retirement planning, tax planning, estate planning, and insurance planning. Services are provided through their affiliated relationships with Kestra Investment Services, LLC (member FINRA/SIPC) and Kestra Private Wealth Services, LLC.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Polaris Private Wealth is an independent wealth management practice delivering personalized financial planning, investment management, retirement planning, tax optimization, estate planning, and insurance planning services to individuals, families, business owners, and non-profit organizations. Services are delivered through two partner teams (RS Partners and the Teal Glasgow Group) following a four-step Discovery-Build-Implement-Monitor process, with securities offered through Kestra Investment Services (FINRA/SIPC) and advisory services through Kestra Private Wealth Services.

Product overview

Polaris Private Wealth is an independent wealth management firm offering a unified suite of financial planning and advisory services. Its core offering comprises Financial Planning, Wealth Management, and Business Solutions services, supplemented by specialized practices in estate planning, insurance planning, and tax planning. The firm also provides client-facing digital tools including financial calculators, tax resources (forms, calendar, rate tables), and a CCPA privacy request portal. The product portfolio is organized around the Polaris Private Wealth Advantage — a 4-step process (Discovery, Build, Implement, Monitor) — delivered by two teams (RS Partners and Teal Glasgow Group) to individuals, families, and business owners.

Differentiator

Problem solved

Functional benefit

Brands

• RS Partners: One of the two primary teams at Polaris Private Wealth, dedicated to helping clients achieve financial goals through comprehensive wealth management services.
• Teal Glasgow Group

Products and services

• Financial Planning Comprehensive financial planning services covering budgeting, cashflow management, retirement planning, tax strategies, investment management, education planning, estate and legacy planning, and debt elimination. Aimed at individuals, families, business owners, and non-profit organizations seeking a holistic financial roadmap.
• Wealth Management Personalized wealth management services focused on the accumulation, preservation, and distribution phases of wealth. Includes investment management and retirement planning strategies tailored to individual risk tolerance and goals, delivered through the firm's open architecture platform.
• Business Solutions Financial planning services for business owners including hiring and employee benefits, stock options, retirement plans (401k, Profit Sharing, Cash Balance), buy/sell agreements, business valuation, and exit planning. Targeted at startups, established companies, and non-profit organizations.
• Estate Planning Services Estate management services enabling clients to manage affairs during their lifetime and control distribution of wealth after death, including trusts, wills, and beneficiary planning.
• Insurance Planning Insurance strategy services covering personal insurance, liability insurance, life insurance, long-term care, and disability income protection to safeguard clients' financial wellbeing.
• Tax Planning Services Tax planning and strategy services to help manage tax bills, including tax-efficient investing, tax loss harvesting, and tax bracket optimization.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Kestra Investment Services, LLCcoreChannel Partner/ Reseller/ DistributorSecurities offered through Kestra Investment Services, LLC, a member of FINRA/SIPC. This is the firm's primary securities distribution partner that enables them to offer investment products and manage client brokerage accounts under regulatory compliance.
• Kestra Private Wealth Services, LLCcoreChannel Partner/ Reseller/ DistributorInvestment advisory services offered through Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. This partnership provides the regulatory infrastructure and compliance framework for the firm's advisory operations.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Carson Group: Large independent wealth management platform serving HNW individuals, families, and business owners with open-architecture advisory and comprehensive financial planning. Directly comparable to Polaris in service mix, customer profile, and partner-affiliated RIA model, though at materially greater scale.
• Creative Planning: Independent RIA offering comprehensive wealth management, financial planning, tax, estate, and business exit services to HNW households. Comparable to Polaris across full-stack service offering and target clientele, with broader geographic reach and substantially larger AUM.
• Mariner Wealth Advisors: Independent wealth management firm providing financial planning, investment management, tax, estate, and exit planning to HNW families and business owners. Highly comparable service model and customer profile to Polaris, with national footprint and institutional scale.
• Buckingham Strategic Wealth: Independent RIA focused on comprehensive, evidence-based financial planning for HNW individuals and families with fiduciary, fee-only positioning. Closely mirrors Polaris's conflict-free, planning-led value proposition for similar clientele.

Broad incumbents

• Edelman Financial Engines: Large independent wealth management and financial planning firm serving individuals and business owners with comprehensive advisory services. Comparable to Polaris on service breadth and target segments, but with national scale, brand recognition, and proprietary planning technology.
• LPL Financial: Largest U.S. independent broker-dealer supporting thousands of independent advisors and RIAs. The closest at-scale analog to Polaris's Kestra-affiliated model, offering affiliated practices similar open-architecture wealth management services across the country.
• Cetera Financial Group: Independent broker-dealer and RIA platform supporting affiliated financial professionals offering wealth management and planning services. Directly analogous to Polaris's Kestra affiliation model at the platform level, with overlapping advisor-customer profiles.
• Merrill Lynch Wealth Management: Large incumbent wirehouse wealth management franchise serving HNW individuals and business owners with comprehensive planning, investment, and lending. Represents the scaled, captive-platform alternative that Polaris positions itself against with its independent, open-architecture model.
• Cambridge Investment Research: Independent broker-dealer supporting affiliated advisors and RIAs delivering financial planning and wealth management to HNW households. Comparable to Polaris as another platform-agnostic, advisor-led IBD model serving similar clientele.
• Commonwealth Financial Network: Independent broker-dealer and RIA platform hosting hundreds of affiliated advisory practices serving HNW households. Comparable to Polaris at the platform layer (similar IBD/affiliated-RIA structure to Kestra), though serving practices of widely varying scale and specialization.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/polaris-private-wealth

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Polaris Private Wealth