When Hu Ross retired from the Air Force in 2004, he had three goals — to become highly skilled in personal finance, have his own business and help people.
And that’s where Polaris Wealth Management was born. In 2013, nine years after entering the industry, earning amongst the highest credentials and serving hundreds of clients, Hu launched Polaris Wealth Management LLC.
Now, as founder and president, he serves as a trusted advisor and financial coach for his clients, specializing in comprehensive planning and wealth management for affluent individuals and families.
“I’m here to help people get their entire financial life in order,” Hu said. “I want to help my clients grow, protect and transfer their wealth on their terms.”
Hu said he deliberately plans for Polaris to remain relatively small so he can build and maintain strong relationships with each client.
“I want to know my clients — what they’re trying to do with their money, what’s truly important to them,” he said. “Most people find it difficult to talk about money. It’s so personal. And it’s even harder to trust someone with that money. But that’s where I come in. I understand the business of growing and managing money, so I can give unbiased advice, and craft an objective plan to address a client’s unique goals.”
Hu said the goal of Polaris is to serve a select group of successful people who are determined to live life abundantly and want to experience the “quiet confidence that comes with knowing their financial lives are in order.” Whatever your financial goals, Polaris can help you pursue them.
“At Polaris Wealth Management, we specialize in helping successful people grow, protect, and transfer wealth to the people and causes they care about,” Hu said. “We know that true wealth management is far more than picking the right investments. If you are interested in creating and sustaining generational wealth, in leaving a legacy that includes more than money, come see us and discover what it means to have quiet confidence.”
Polaris Wealth Management is located at 151 Regions Way, Suite 2C, in Destin. For more information or to schedule an appointment, contact Hu Ross at 850-502-2440 or visit his website at www.polaris-wm.com.