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Submitted URL: http://pharoswealth.com/
Effective URL: https://www.pharoswealth.com/
Submission: On November 15 via api from US — Scanned from DE
Effective URL: https://www.pharoswealth.com/
Submission: On November 15 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
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Account View Menu * Home * About * About Us * The Founder * Being a Client * Transparency * Fees * About LPL * Services * All Services * Financial Planning * Portfolio Management * Digital Advisor * More... * Resources * In the News * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Glossary * Tax Resources * Useful Links * Blog * Contact * Login Options Account View PORTFOLIO MANAGEMENT Pharos's adaptable investment strategy is dynamic and strives to take advantage of ever changing market environments. Learn more FINANCIAL ROADMAP Helping families manage pre-retirement and retirement needs by providing financial plans to help guide you toward your goals. Learn more ALTERNATIVE INVESTMENTS Alternative investments offer unique opportunities to compliment your portfolio. Learn more Want more? WHO DO WE WORK WITH? HOW DOES IT ALL WORK? 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. We're with you every step of the way. Learn more TAX PLANNING 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 more ESTATE PLANNING It's important to understand how your current estate plan is set up and how the assets are going to be distributed. Throughout the process, Pharos will work with your attorney to craft a suitable estate planning strategy. Learn more RESEARCH AND ANALYSIS Pharos will analyze and identify strengths and weaknesses in your portfolio. An incredible amount of research goes into each plan - a plan that is customized for you. Learn more WHAT'S A FIDUCIARY? A fiduciary is someone that is held to the highest ethical standards and legally bound to act in the best interest of another. CERTIFIED FINANCIAL PLANNER™ professionals are held to a strict fiduciary standard. At Pharos Wealth Management we are strongly committed to putting your interests first. WE WOULDN’T HAVE IT ANY OTHER WAY. HAVE A QUESTION? Name Email Address Phone Question Send Thank you! Oops! CONTACT Office: (415) 209-5916 352 Ignacio Boulevard Novato, CA 94949 scott@pharoswealth.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators LPL Financial Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Scott Stanley is a Registered Representative with and Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, NJ, TX