Denis, left, and Davor Poljak, brothers and co-founders of Poljak Group Wealth Management, give an interview to The Shreveport-Bossier City Advocate in Shreveport, La., Tuesday, Aug. 13, 2024.
It has been a good year for Denis and Davor Poljak of Poljak Wealth Management Group. The firm, which is headquartered in downtown Shreveport, was named —again — as Forbes 2024 “Best-in-State Wealth Advisors” and AdvisorHub Magazine’s 2024 Advisors to Watch.
While with Morgan Stanley, they were named one of the largest wealth management practices in North Louisiana, responsible for $500 million in assets under management according to the site WealthManagement.com. In 2021, the brothers left Morgan Stanley to affiliate with Steward Partners. The Poljak Group now manages over $700 million in client assets.
When you talk with Denis and Davor, they will confirm that there is great wealth in northwest Louisiana, that their practice “specializes in a higher net worth clientele” and that many of their clients are “multigenerational.”
That is as much as they will say about their clients, whose privacy they guard with as much ferocity as they protect their assets.
The brothers excitedly finish each other’s sentences, sharing jokes and good natured jibes. Their conversations are peppered with all the reasons they are grateful and all the people who helped them along the way.
It was a long and war torn road to their spacious high rise office suite overlooking Shreveport and Bossier City.
