Pollux Wealth Management

A Guiding Light to Your Financial Prosperity

Experience a financial partnership that you can trust. No smoke and mirrors here, just a team with a heart for helping people take control of their finances.

At Pollux, we offer more than just services; we provide a unique approach tailored to your individual needs. With a focus on approachability, affordability, and expertise, we redefine your journey to financial success.

Your Journey to Financial Freedom Starts Here

Our expert team will review, plan, and create tailored opportunities, bringing clarity and education to your financial path.

Here is a breakdown of our 7-Step Process:

  1. Understand You and Your Needs
  2. Identify and Select Your Goals
  3. Analyze Your Current Action
  4. Develop Recommendations to Attain Your Goals
  5.  Present Recommendations and Hear From You
  6. Implement Recommendations that You Approve
  7. Monitor and Repeat as Needed, Adjusting for You as We Go
 
Notice something in our process? That’s right, we are all about YOU!

Meet Your Team

Justin Rocheleau

Co-Founder and Principal

Shawn Sokolosky

Co-Founder and Senior Advisor

Alec Van Nort

Financial Advisor and CCO