Pharos's adaptable investment strategy is dynamic and strives to take advantage of ever changing market environments. Helping families manage pre-retirement and retirement needs by providing financial plans to help guide you toward your goals. Exposure to alternative investments has the potential to create resilience, diversification, and opportunity.
Learn about who we work with and what it's like to be taken care of by Pharos Wealth Management - Financial Advisors in Novato, Marin County, and the surrounding San Francisco Bay Area. Tax planning is an essential part of managing and maintaining a comprehensive portfolio. We will create a plan with the goal to help manage your tax efficiency so you can focus on the important things.
Learn about who we work with and what it's like to be taken care of by Pharos Wealth Management - Financial Advisors in Novato, Marin County, and the surrounding San Francisco Bay Area. Tax planning is an essential part of managing and maintaining a comprehensive portfolio. We will create a plan with the goal to help manage your tax efficiency so you can focus on the important things.
Services
About
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We are financial advisors in Novato, Marin County and the San Francisco Bay Area. Thanks to technology, we aren't bound to Northern California - we also work with clients all over the country. We provide services ranging from financial planning to investment management to retirement planning. Pharos Wealth Management is a fiduciary financial advisory firm founded on principals that are solely focused on helping you pursue your financial goals.
Services
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Pharos Wealth Management offers a diverse array of services focused on helping you manage your financial goals. From something as specific as investment risk analysis to something as broad as estate planning (and everything in-between), we're here to provide services that help you work towards your personal goals.
Being a Client
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Of course, we're all inclusive and open to helping anyone that can potentially benefit from the services that we offer. So, even if you don't identify with any of the categories above, we'll find a way to help. Our offices are in Novato, CA, but we're not geographically limited. We work with clients all over the country, remotely and in person.
Transparency
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Our founding principles are routed in keeping you educated, maintaining transparency, and establishing a system for constant communication. First, we earn no commissions based on the management of your investments. As fiduciaries, our approach to managing your portfolio is focused on unbiased investment recommendations, not selling products that earn commissions.
Fees
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Pharos Wealth Management acts as a fiduciary which means we are required by law to act in the best interest of the client: you. We look for the best, most appropriate strategy for YOU, regardless of how we are compensated. As independent fee-based financial advisors, we offer brokerage and advisory services through LPL Financial.
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