Todd Moss, Co-Founder, Polaris Greystone Financial Group spoke with Julie Cooling, Founder & CEO, RIA Channel to discuss his firm and the evolving wealth management industry as a whole.
Polaris Greystone, founded in 1998, considers itself a “holistic and complete” wealth management firm, handling every component of financial planning, as well as running their own money. “This strategy is something that just works for us,” says Moss. On the investment side, Polaris actively manages, eight in-house stock and ETF strategies.
Moss also offers his thoughts to advisors in the succession planning process. “It’s difficult, not only is there the economic side of things, there’s also the emotional aspect,” says Moss on the shifts in the financial industry. Moss believes that today, advisors and individuals alike, are faced with the pressures of catching up to “new technologies and expenses.” Ultimately Moss encourages the individual to think about what they want their life to look like, and work backwards.
Polaris Greystone Financial Group, based in San Rafael, CA, manages approximately $1 billion in assets and has 27 advisors across the country.