Jeff Powell, managing partner of Polaris Wealth Advisers, a San Rafael, CA.-based registered investment advisor, has quite a few successful business owners as clients.
The firm he founded oversees nearly $600 million in assets for about 550 clients. Polaris has experienced exponential growth; prior to the 2008 financial crisis, it managed about $100 million in assets.
Powell said clients have come to him over the years and asked if he and his firm could advise on company 401(k) plans.
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