Matthew and Micheal’s years of experience in wealth management is only one of the reasons we choose and will continue working with them. They look at what is in our best interest while providing sound recommendations on how we can achieve our financial goals.
- Ryan Novak
It has been a pleasure to be with Matthew for over six years Matt. I continue to be impressed by his knowledge, results, and ability to communicate in a professional and down to earth way. I have placed well earned trust in him and his team.
- Mark McCloy
It has been a pleasure to work with Polaris, especially our Advisor Micheal Sharber. He's very responsive to any of our questions and concerns and helped us map out plans for our retirement and our children's college funds. I'd definitely recommend any of my friends and associates to consider letting them help you as well.
- LJ Nelson
The testimonial presented is made by an individual who is a client of Polaris Private Wealth and is applicable only to the individuals depicted and may not be representative of the experience of others. The testimonials are not paid nor have the participants received any non-cash compensation and are not indicative of future performance or success.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. Polaris Private Wealth is not affiliated with Kestra IS or KPWS. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). Investor Disclosures
Matt began his career as an advisor in 2004 after graduating with a BA degree in Finance from the Eli Broad College of Business at Michigan State University. He works closely with institutions, affluent individuals, and multi-generations of families to create customized wealth management strategies. Matt resides in Oxford, Michigan, along with his wife, Christine, and thier three sons, Owen, Evan, and Adam. He is an avid golfer and sports fan. Matt is a Chartered Retirement Planning Counselor (CRPC®), a Certified Plan Fiduciary Advisor (CPFA®).
He is currently registered in AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TX, VA, WI.
Michael is a Detroit native and graduate of Western Michigan University’s Haworth College of Business, where he received his BBA degree, with a major in Sales and Business Marketing. Michael has outstanding achievements in finance, private equity & venture capital fundraising, and wealth management. His passions include: family, traveling, fishing, technology, music, Detroit, sports, hunting, cooking, and the great outdoors. He holds the FINRA Series 7, NASAA Series 66. Michael and his family reside in Grosse Pointe, MI.
He is licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TX, VA, WI.
Holding her investment licenses since 2008, Melissa is a Senior Registered Client Associate with over 15 years of experience in banking and finance. She strives to be a dedicated point of contact devoted to the success of each individual client. Melissa is the mother to three grown sons and an adorable grandson named Lukas, who brings her incredible joy. She is a Blue Star Mom, supporting her middle son, a Specialist at Fort Bliss, TX in the US Army. In her free time, she enjoys cooking, being by the water, traveling, and spending time with her family.
Jessica graduated from University of Michigan – Flint with a BA in Accounting and Finance. She has 10 years’ experience in accounting and finance, specializing in financial/systems integration and analysis. Jessica resides in Swartz Creek with her husband and three cats. She enjoys traveling, golfing, and game night with friends. 248-230-8096 firstname.lastname@example.org
With over 30 years of experience in Financial Services and Accounting, Karen began her career with Merrill Lynch where she helped support clients as a Client Associate, Cashier, and Receptionist. She continues to serve clients with various service related requests. Karen has been married to her husband Mark for 32 years. Together they have two lovely daughters and two beautiful grandchildren. 248-230-8095 email@example.com