Polaris Wealth Group

Advisors

Philip Watson

Philip Watson

MBA, CLTC®

Private Wealth Advisor

Visit Philip Watson's website
Brian Titus

Brian Titus

CRPC®, APMA®

Financial Advisor

Visit Brian Titus's website
Michael Sbertoli

Michael Sbertoli

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Michael Sbertoli's website
Shawn Kennedy

Shawn Kennedy

CLTC®

Associate Financial Advisor

Visit Shawn Kennedy's website
Barth Morreale

Barth Morreale

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Barth Morreale's website

Team

Patricia Townsend

Patricia Townsend

Client Service Manager

J. Brian McGreal, MFS

Investment Manager

Jim Carter MBA, CPA

Jim Carter MBA, CPA

Financial Planning Specialist

Roles & Responsibilities

  • Tax Professional
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Kenneth Naatz

Kenneth Naatz

Client Service Specialist

Kelly Fulsang

Financial Planning Assistant

Gregory Smith

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