Wealth Management

Simplify Complexity, Maximize Growth

Personalized Wealth Management Solutions Tailored to Your Goals

Navigating the maze of wealth management can be overwhelming. At Pollux Wealth Management, we specialize in delivering personalized wealth management services designed to meet the unique needs of you and your family. Our approach is rooted in professionalism, accountability, and a deep commitment to our clients’ financial success.

Your Financial Picture in Real-Time

We understand that managing wealth requires a clear and comprehensive view of your financial situation. Through our partnership with eMoney, we provide you with:

Real-time access to your complete financial picture

Advanced Technology that simplifies data

Ensures that your financial plans are always up-to-date and actionable

Award-Winning
Investment Management

Our wealth management services are enhanced by GeoWealth, recognized as the 2023 Turnkey Asset Management Program (TAMP) of the Year. We leverage cutting-edge investment strategies to optimize your portfolio.

Our dedicated investment board

  • Five Seasoned Professionals
  • 75+ years of combined experience
  • Two CFA charterholders and two MBAs
Our commitment means we always act in your best interest, providing you with unbiased, expert advice. 
Pollux Wealth Management Technology

Experience Confidence, Reduce Stress, and Achieve Peace of Mind

Pollux Wealth Management is more than just financial services; it’s your partner for a prosperous future. Enjoy your life the way you want to live it knowing you have a dedicated ally in your corner.

What We Do For You:

Investment Management

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

Portfolio Analysis

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

Asset Allocation

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

Risk Tolerance

Our assessments determine your risk tolerance to ensure your investments align with your comfort level.

Account Aggregation

We consolidate all your financial accounts into one platform for a complete view of your financial health.

Private Equity and Venture Capital Access

Gain exclusive access to high-growth private equity and venture capital opportunities tailored to your investment strategy.

Trust Who You Work With

With over 30 years in the industry, the Pollux team brings a wealth of expertise in retirement planning and wealth management. By blending this experience with a modern perspective, they integrate innovative strategies grounded in a foundation of financial knowledge. This combination of seasoned experience and forward-thinking approaches sets Pollux apart in the world of wealth management.

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 Planning Consultation Today

Let's Get to Work

Personalized solutions to revolutionize your finances and your future

Get Started Now

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