Lasting relationships

Understanding what matters most to you

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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The Polner Wealth Management Group - Team Photo

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Arthur T. Polner - Profile Photo

    Arthur Polner

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • KS
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • UT
    • VA
    • WA
    • WV
    • WY

    Our clients are able to sleep at night knowing that Arthur has been through many turbulent markets.  There is a feeling of assurance knowing that Arthur personally makes many of the portfolio management decisions.  Arthur developed the 4 Pillar Process to help his clients focus on their future needs and goals with anticipation rather than apprehension.

    Arthur is a Certified Investment Management Analyst (CIMA®) and holds a Juris Doctor (J.D.) The CIMA® designates a select number of advisors in the investment profession with a high level of knowledge.  The J.D. indicates Arthur's ability to comprehend complex investment and planning concepts.  Arthur received both his undergraduate and law degrees from Georgetown University, Washington, D.C.

    Arthur and Anita are avid Georgetown Hoya basketball fans.  They met as undergraduates in 1973 and married in 1978. Their first date was a stock picking seminar in Washington, D.C.  They work and live in the foothills of Boulder with their Chesapeake Bay Retrievers Lexus and BB. Arthur and Anita are both foodies and love to cook, they ski, hike and ride bikes in the beautiful Colorado outdoors.

      • Georgetown University, Undergraduate
      • Georgetown University, Law degree
      • Senior Portfolio Manager
      • Wealth Advisor
      1801 13th Street
      Suite 100
      Boulder, CO 80302
    • Anita M. Polner - Profile Photo

      Anita M. Polner, CFP

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • IL
      • KS
      • MA
      • MD
      • MI
      • MN
      • MO
      • MS
      • NC
      • NH
      • NJ
      • NM
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • UT
      • VA
      • WA
      • WV
      • WY

      Anita is a CERTIFIED FINANCAL PLANNER™ (CFP®).  The CFP® mark identifies individuals who have met rigorous experience and ethical requirements in the financial planning process, as well as risk management, investments, retirement and estate planning. Anita, as a  CFP®, ensures understanding of clients' specific circumstances and values through deep discovery, by utilizing UBS Wealth Way. Anita analyzes and develops a personal investment strategy and provides a comprehensive written financial plan which is in sync with clients' specific stage of life and family circumstances.

      Anita graduated from Georgetown University School of Foreign Service and has an M.B.A. from Fordham University.  Anita and Arthur find working together personally rewarding.  They have combined their talents to bring thoughtful investment and financial planning to their clients. Anita will be a board member of ELPASO, a not-for-profit group that raises awareness of the importance of early childhood education while at the same time emphasizing the value of Latino parent leadership in the community. An avid runner, Anita successfully completed her first sprint-distance triathlon in June 2018. While Anita and Arthur have made Boulder, CO their home, they have a national client base.

        • Georgetown University School of Foreign Service, Undergraduate degree
        • Fordham University, M.B.A.
        • CERTIFIED FINANCIAL PLANNER™
        1801 13th Street
        Suite 100
        Boulder, CO 80302
      • John R. Mowry - Profile Photo

        John R. Mowry

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IL
        • MA
        • MD
        • MI
        • MN
        • MO
        • MS
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • UT
        • VA
        • WA
        • WV
        • WY

        As a research strategist, John uses technical analysis and a comprehensive, detailed approach to provide value for our clients. He has found that using UBS Wealth Way allows him to better understand clients' needs, goals, and risk tolerances.

        John served in the U.S. Marine Corps before obtaining his B.A. in Business Administration from Belmont University. His passion for finance and helping others achieve their financial goals led him to move from Nashville, TN to Boulder, CO and join the Polner Wealth Management Group in November 2014. 

        John is an outdoor enthusiast. He enjoys skiing, rafting, hiking, and camping with his wife Emily and their daughters Ella James and Elizabeth. John and Emily successfully completed their first sprint-distance triathlon in June 2018 and are looking forward to their next adventure.

          • Belmont University, B.A. in Business Administration
            1801 13th Street
            Suite 100
            Boulder, CO 80302
          • Laura I. Kurtz - Profile Photo

            Laura I. Kurtz

            Senior Client Associate

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • FL
            • IL
            • MA
            • MI
            • MS
            • NJ
            • NM
            • NY
            • OR
            • SC
            • TN
            • UT
            • WA
            • WY

            As the team's client service expert, Laura specializes in anticipating client needs, providing solutions, and delivering proactive concierge-level services tailored to our clients' individual wealth management situations. With over 17 years of client-focused experience in the financial services industry, she uniquely resolves complex issues quickly and builds and maintains genuine relationships with our clients through enthusiasm, sincerity and attention to details.

            Laura's professional background includes service in the US Armed Forces and she earned her B.A. in English from SUNY Potsdam, NY.  Laura enjoys crocheting, gardening, hiking and camping in her adopted home state of Colorado. She is a volunteer with the Leukemia and Lymphoma Society and the Louisville Community Food Share. She lives in Golden, CO with her husband John and their two cats, Meow and Boxtop.

                  1801 13th Street
                  Suite 100
                  Boulder, CO 80302

                Insights

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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