WEALTH MANAGEMENT WITH PERSONAL ATTENTION

 

Poljak Group Wealth Management
At Steward Partners/Shreveport, Louisiana

Contact Us

The Family of Professionals
at Poljak Group Wealth Management


Wealth Management with Personal Attention

We’re like a family-owned business; we take a tailored approach to working with your individual financial goals and make our service to you our highest priority.
 

Named to Forbes’ 2021 Best-In-State Wealth Advisors list:

Denis Poljak, Ph.D., CPM®, CIMA®, CFP®
Partner/Managing Director
Wealth Manager

Davor Poljak, MBA, CPM®
Partner/Managing Director
Wealth Manager

Poljak Group

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Poljak Group Wealth Management

Ph.D., CPM®, CIMA®, CFP®: THESE CREDENTIALS COUNT.

When it comes to wealth management for your family, we feel our industry credentials, education and decades of experience set us apart and help clients achieve their financial goals.
To us, that’s what counts the most.

Dogs

Access to World-Class Resources.

We take pride in our personalized approach to wealth management and continually work to support our customized strategies and solutions with the experience, skills and education our clients deserve. We are committed to continually advancing our credentials, knowledge and access to world-class resources in partnership with Steward Partners and Raymond James to help you identify and reach your most important objectives.

Our Custom Strategies are Designed Specifically With You, For You.

The professional team at Poljak Group Wealth Management is led by Wealth Managers Denis Poljak, Ph.D., CPM®, CIMA®, CFP® and Davor Poljak, MBA, CPM®, who were both named to Forbes Magazine’s 2021 Best-In-State Wealth Advisors List. Whatever your challenges, we can work with you to create a cohesive plan that reflects your unique circumstances, timeframe and risk tolerance — and your life’s goals and dreams.

Our Commitment to Service

Poljak Group Wealth Management At Steward Partners continually strives to provide the top level of care to our clients.
Our service is personalized, proactive, and designed to help clients grow, preserve and manage their wealth.

Expertise & Services

Wealth Management

For multigenerational families and individuals.

Retirement Planning

Customized for your financial goals and life dreams.

Legacy Building

Preserving and growing your wealth for your family’s future generations and community.

Estate & Tax Planning

Smart solutions and strategies to manage environmental and regulatory changes every step of the way.

Portfolio Creation & Maintenance

We work to anticipate and educate our clients about changes in the investment landscape and portfolio solutions to address them.

Risk Management

We make it our mission to proactively protect against circumstances that can threaten your hard-won wealth.

INDUSTRY CERTIFICATIONS & RESOURCES

PLEASE NOTE: Link(s) being provided strictly a courtesy. When you link to any of the web sites provided here, you are leaving this web site and assume total responsibility and risk for your use of the web site you are linking to. We make no representation as to the completeness or accuracy of information provided at these web sites.

TOGETHER – WE’RE NOT JUST PARTNERS, WE’RE FAMILY.
Visit StewardPartners.com

OUR RELATIONSHIP WITH

Raymond James

In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first.

Poljak Group Wealth Management, in conjunction with Steward Partners Global Advisory, selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select, ultra-wealthy clients with the core tenets of integrity and trust.

Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work.

Our affiliation with Raymond James is an important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America, and helps support our business by providing access to leading investment research; surrounding our team with experts on a broad range of financial disciplines; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies.

Resources

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

FLIPBOOKS

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

NEWSLETTERS

Timely newsletters to help you stay current.

Glossary

Financial terms from A to Z.

VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

Market Insight

Weekly investment strategies and more...

Our Office

Poljak Group Wealth Management
at Steward Partners

333 Texas Street
Shreveport, LA 71101
Phone: (318) 674-4100
Fax: (318) 674-4141
Email: PoljakGroup@stewardpartners.com
 
 
 

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