What We Do
Our custom strategies are designed
specifically with you, for you.
The team at Poljak Group Wealth Management, led by Wealth Advisors Denis Poljak and Davor Poljak, offers a breadth of experience in helping select clients address their wealth management needs.
At Poljak Group Wealth Management, we strive to give the personal attention you expect from a local team of dedicated financial professionals, along with access to the world-class resources of independent financial services firms Steward Partners and Raymond James.
Whatever your challenges, we can help you surmount them with a cohesive plan that reflects your unique circumstances, timeframe, and risk tolerance. Let us put our credentials, experience and education to work for you and your family — for generations to come.
POLJAK GROUP WEALTH MANAGEMENT WORKS EVERY DAY TO BRING YOU MORE–MORE ACCESS, OPPORTUNITY, AND RESOURCES FOR YOU AND YOUR FAMILY WHILE PROVIDING GUIDANCE IN AREAS SUCH AS:
Wealth Management
For multigenerational families and individuals
Retirement Planning
Customized financial goals to achieve life dreams
Legacy Building
Preserving and growing wealth for future generations and communities
Estate & Tax Planning Strategies
Smart solutions and strategies to manage environmental and regulatory changes every step of the way
Portfolio Creation & Maintenance
Anticipating and educating clients about changes in the investment landscape and portfolio solutions to
address them
Risk Management
Circumstances that can threaten wealth