Pharos Wealth Management

Who We Are

Pharos Wealth Management is a team of experienced financial advisors based in Novato, Marin County, California, serving clients throughout the San Francisco Bay Area and beyond. Guided by the belief that financial planning should be a collaborative and accessible process, we provide a wide range of services to help individuals and families achieve their financial goals.

Our Vision

Our mission is to empower clients to make informed financial decisions by offering personalized guidance, clear explanations, and innovative solutions. We believe in a holistic approach that considers every aspect of your financial life, including investments, retirement planning, estate planning, and tax optimization.

Financial Planning

We develop comprehensive financial plans that align with your individual needs, goals, and values.

Portfolio Management

Our experienced team manages investment portfolios to achieve your financial goals and mitigate risk.

Digital Advisor

Our online platform provides you with real-time access to your portfolio, financial planning data, and progress reports.

Alternative Investments

We offer unique investment opportunities to enhance your portfolio's risk-reward balance.

Tax Planning

Our experts will create a tax-optimized plan to minimize your tax burden and maximize your returns.

Estate Planning

We work with you to ensure your assets are protected and distributed according to your wishes.

Pharos's Commitment

Our team is dedicated to:

• Client-centered approach: Your success is our success.
• Transparency: We openly explain our processes and fees.
• Accessibility: We make ourselves available and responsive to your needs.
• Fiduciary responsibility: We prioritize your interests and act with the highest ethical standards.

What Sets Us Apart

Pharos Wealth Management stands apart by:

• Utilizing innovative technology for seamless client experiences.
• Leveraging a team of experienced professionals with diverse expertise.
• Providing personalized financial plans tailored to your unique situation.