Personalized planning for your financial goals.

Your goals, your timeline, your tolerance for risk — your plan should reflect all three. We build it around you, and stay with you every step of the way.

About Polson Wealth Management

Personalized planning for your financial goals.

Rather than ask you to settle for an off-the-shelf investment program, we provide personalized financial planning built around your goals, your time frame, and your particular tolerance for risk.

We bring you just the right combination of financial services, support, and guidance that make the most sense for your life — and we’re there each step of the way in pursuit of your personal financial goals.

Our Approach

Guidance built around you — not a template.

Personalized planning isn’t a single event; it’s a relationship.
Here’s how we build, complete, and refine the plan that fits your life.

Step One

Build a foundation

Realistic goals are the foundation of a solid plan. We work closely with you to define your near- and long-term goals, resolve conflicts among them, and set the metrics that define success.

Step Two

See the complete picture

A personalized plan accounts for your assets and liabilities, your time horizon, and your comfort with risk — so every decision fits the whole of your financial life.

Step Three

Review & optimize

A plan should be as dynamic as the life it represents. As your priorities shift, we review performance against your objectives and make disciplined adjustments.

Our Team

People who take the time to know you, and stay for the long run.

Wealth management is personal. You work directly with people who take the time to understand your life, your family, and your goals — not a call center and not a script.

Behind that personal relationship stands the depth, research, and resources of Raymond James, one of the country’s largest and most respected independent financial services firms.

What We Do

People who take the time to know you, and stay for the long run.

Wealth management is personal. You work directly with people who take the time to understand your life, your family, and your goals — not a call center and not a script.

Behind that personal relationship stands the depth, research, and resources of Raymond James, one of the country’s largest and most respected independent financial services firms.

Services

  • Financial Planning
  • Retirement Planning
  • Portfolio Management
  • Investment Solutions
  • Risk Management
  • Estate, Charitable Giving, & Trust
  • Education Planning
  • Longevity Planning
  • Corporate Retirement Plans
  • Sustainable Investing

Our Clients

Business Owners

We can help create a custom financial plan that is designed to address all your interwoven objectives, supporting your business and personal needs. Whether you want help with cash flow and tax efficiency or retirement and estate planning, we can be your guide.

Families & Individuals

True financial well-being means feeling confident today and prepared for tomorrow. Through customized planning, we help you tackle everyday challenges and major milestones — from wealth management to estate planning and transfer.

Retirees

After decades of work, you’ve reached retirement’s well-deserved freedom. Now it’s about making your money last. As your financial guide, we’ll help craft a withdrawal strategy that fits your life and supports the goals that matter to you.

Corporate Retirement Plans

Whether overseeing a current plan or launching a new one, we guide you through investment options, regulations and fiduciary duties, while educating participants — serving as a seamless extension of your office and corporate mission.

Sudden Wealth

A financial windfall — through inheritance, a business sale or settlement — brings both opportunity and emotion. We give you time to acclimate, then craft thoughtful, long-term strategies designed to turn your vision into reality.

Non-Profits

Nonprofits need financial stability and consistent returns to fund their mission long term. We offer strategic guidance on asset allocation, investment research and stewardship, aligning your portfolio with your organization’s vision.

Contact Us

Let’s talk about what’s next.

A conversation about your goals is the best place to start.