Risk Management

Safeguarding Your Financial Legacy

Protecting What Matters Most with Precision

At Pollux Wealth Management, we understand the importance of safeguarding your financial legacy. Our Risk Management service offers comprehensive solutions tailored to your unique needs, ensuring peace of mind and financial security for you and your loved ones.

Protect Your Assets and Loved Ones

With Pollux’s Risk Management service, you can rest assured knowing that your financial future is secure.

When you partner with Pollux Wealth Management for your risk management needs, you gain peace of mind knowing that your financial future is secure. Our services offer:

Peace of Mind

Knowing that you and your loved ones are financially protected.

Protection

Ensure your assets and income are safeguarded against unexpected events.

Customized Solutions

Receive tailored risk management solutions that align with your needs and goals.

Take Advantage of Our Risk Management Services

What We Do For You:

Comprehensive Insurance Review

We conduct a thorough review of your insurance coverage to identify gaps and ensure you have adequate protection.

Life Insurance

Protect your loved ones’ financial future with life insurance coverage that provides for their needs in case of your untimely death.

Annuities

Provide a steady income stream for retirement and protect against market volatility.

Disability Insurance

Safeguard your income and financial stability in case of injury or illness.

Long-Term Care Insurance

Plan for future healthcare needs and protect your assets from the high costs of long-term care.

SSI/Medicare Review

Optimize your benefits and coverage to ensure you receive the maximum support available.

Certified Professionals Committed to Your Security

At Pollux, we take pride in our commitment to excellence and transparency. Our team of experienced professionals is dedicated to providing trustworthy guidance and support, ensuring that you have the tools and resources you need to protect your financial future.

Justin Rocheleau

Co-Founder and Principal

Shawn Sokolosky

Co-Founder and Senior Advisor

Alec Van Nort

Financial Advisor and CCO

Ready to Safeguard Your Financial Legacy?

Take the first step towards financial security and protect what matters most. Schedule a consultation to explore personalized risk management solutions tailored to your needs and priorities.

Let's Make A Plan

Personalized solutions to revolutionize your finances and your future

Get Started Now

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