Our Team

Polwrek Financial is a family team with decades of experience helping clients find financial confidence. We listen to our clients and craft comprehensive, value-based financial plans designed to transform futures. As authentic, trusted advisors with a wealth of knowledge, we are focused on partnering with clients to pursue their unique financial goals.

With complementing skills and areas of expertise, our team is able to serve a wide range of individuals and families at all stages of their financial journeys.

While we work with all different types of clients, we specialize in helping women in transition – whether due to divorce, death of a spouse, or retirement – transform their financial futures.

Polwrek Financial offers a broad range of planning services, including financial, investment, retirement, insurance, tax, education, and charitable giving.

We help clients work towards obtaining financial freedom in three key stages:

1. Listening deeply to gain a clear understanding of their current financial situation
2. Developing a well-defined strategy for pursuing their goals
3. Delivering ongoing advice to help them adjust when their needs change

We realize that financial planning can be intimidating and that many are skeptical of financial advisors. It’s easy to get overwhelmed by the complexity of financial decisions.

Our number one priority is building a genuine relationship with each client. We rely on clear communication and an approachable demeanor to collaborate with each family we serve. We prioritize educating a client on the “ why” behind each custom-tailored financial strategy in order to empower and build trust. We offer regular educational seminars and resources to educate our clients on making informed financial decisions.

We work with the client, not around them.

Financial planning is a journey, a process of growth and transformation, and ultimately can lead to flourishing and freedom. 

The abstraction of the butterfly in our logo represents the transformative power of financial planning for women in transition (whether from death, divorce, or retirement). Just as a butterfly goes through an intricate process of metamorphosis, our clients undergo a profound transformation in their financial lives.

The abstract design captures the essence of this change, blending elegance and complexity, much like the intricate patterns on a butterfly's wings. It symbolizes the resilience, strength, and growth that our clients embody as they rebuild their financial foundations.

Our clients often begin their financial journey feeling in the dark, confused, and trapped. Our logo serves as a visual reminder that with our compassionate guidance and financial expertise, women can emerge from challenging circumstances and embrace a new chapter filled with financial stability, beauty, and empowerment.

Ultimately, the butterfly represents resilience, personal transformation, and freedom. 

Disclosure: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.