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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Nick Thornton
Nick Thornton is a financial writer covering retirement and health care issues for BenefitsPRO and ALM Media. He greatly enjoys learning from the vast minds in the legal, academic, advisory and money management communities when covering the retirement space. He's also written on international marketing trends, financial institution risk management, defense and energy issues, the restaurant industry in New York City, surfing, cigars, rum, travel, and fishing. When not writing, he's pushing into some land or water.
