Pharos Wealth Management is a fiduciary financial advisory firm that is designed to help you work toward your financial goals. Here are a few of the services that we offer: Portfolio management, financial planning (creation and management of a financial roadmap), estate planning, investment tax planning, research and analysis, insurance planning, education planning, and inheritance management.
Pharos Wealth Management is a firm founded on principals that are solely focused on helping you pursue your financial goals. The term “Pharos” describes a guiding light. The firm was formed because we realized that real people need practical help to navigate the seemingly confusing, opaque world of investment. Pharos is your guiding light.
We are based in Novato, CA but we aren’t limited to the geographic region. We also serve residents in Marin County, the San Francisco Bay Area, all of California, and most states in the country. We’re able to service a large geographic region because we offer virtual meetings if you’re unable to visit the office. Our goal is to make interactions as easy and seamless and comfortable as possible. Technology and a service-oriented business model has helped us maximize that comfort.
Our passion for the world of financial management is directly channeled into helping individuals just like you. With a focus on transparency and trust, Pharos helps affluent families and individuals, members of the LGBT community, and other high-net-worth clients. It’s our prerogative to help those that need and want our help in dreaming, planning, and pursuing their financial goals.