Financial Planning

Customized Plans for Your Financial Future

Financial planning can be overwhelming, especially when trying to balance multiple financial goals. Many individuals and families struggle with budgeting, tax planning, education funding, retirement planning, and estate management. At Pollux Wealth Management, we simplify this process with a comprehensive and structured approach that addresses all aspects of your financial life.

Understand Where You Stand
and Where You're Going

Navigating financial decisions can feel overwhelming, especially when faced with multiple goals and uncertainties. Pollux’s Financial Planning service offers clarity and direction.

We Offer Expert Help With:

  • Cash Flow Analysis
  • Tax Planning
  • Education Planning
  • Retirement Planning
  • Estate Planning
  • Investment Mangement
  • Risk Management 

Reap the Benefits of
Partnering with Pollux

When you choose Pollux Wealth Management for your financial planning needs, you gain more than just a plan you gain a partner dedicated to your financial well-being. Our services offer:

Peace of Mind

We manage your investments with a personalized approach to help you achieve optimal financial growth.

Confidence

Our comprehensive portfolio analysis provides insights to maximize your returns and minimize risks.

Security

We strategically allocate your assets to balance risk and reward according to your financial goals.

What You Gain With Our
Financial Planning Services

Holistic Financial Plans

Our plans encompass all areas of your financial life, including cash flow analysis, tax planning, education funding, retirement planning, and estate planning.

7-Step Process

Our structured approach includes understanding your needs, setting goals, analyzing current actions, developing recommendations, presenting and implementing those recommendations, and ongoing monitoring and adjustments.

Expert Guidance

Work with experienced advisors who are committed to your success and provide you with the tools and education you need to make informed decisions.

Trust Who You Work With

With over 30 years of experience, Shawn Sokolosky leads our team with a deep understanding of retirement planning and wealth management. In combination with the skills and resources Alec Van Nort brings, they ensure their practices are both innovative and grounded in thorough financial knowledge. Together, they offer a blend of experience and forward-thinking strategies that set Pollux apart.

Justin Rocheleau

Co-Founder and Principal

Shawn Sokolosky

Co-Founder and Senior Advisor

Alec Van Nort

Financial Advisor and CCO

Ready to Chart Your Financial Course?

Schedule Your Financial Consultation Today.

You can learn more about who we are and what we stand for on our About Us page.

Start Managing Your Money Today

Personalized solutions to revolutionize your finances and your future

Get Started Now

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