Broker Check

What's it like to be a Pharos Wealth Management client?

We approach our relationship with you as if you're family. A genuine relationship is the foundation of productivity, understanding and confidence. We take communication incredibly seriously and we will always be available to help you: every email answered, every phone call returned, and a perpetually open line of communication.

Who are our clients?

Pharos Wealth Management focuses on helping affluent individuals and families, members of the LGBT community, and other high-net-worth clients. Of course, we're all inclusive and open to helping anyone that could potentially benefit from the services that we offer.  We offer financial advisory services in Sausalito, CA but we're not limited geographically.  We work with clients all over the country, remotely and in person.  

This is a chronological list of the steps we take from the first meeting and beyond:

1. We sit down to learn a little bit about each other and have a dialogue about your current financial situation.

2. We will complete a thorough analysis of your complete financial picture, including: Individual investments, tax situation, risk management, strengths and weaknesses, estate planning, etc.

3. If the fit is right we discuss the transition of becoming a client.

4. Once you become a client we start the financial planning and implementation process. This is the stage where we start to put our plan into action.

5. We will meet quarterly or semiannually (should you choose to) in an effort to remain closely connected and engaged. This allows us to catch you up with our progress and check to see if you've undergone any changes in your financial life.

  • We host educational events and fun gatherings - useful outlets in which our clients engage with us between regularly scheduled meetings. We're also constantly monitoring your accounts and making sure we're taking the proper steps to maintain and manage your overall financial plan.
  • Communication: Weekly newsletters, monthly statements, quarterly statements, and open lines of communication via email, phone, and drop in's.

There will always be means of communication and we will always be here to help you. Communication and transparency are two of the most important relationship practices to us and we are diligent about our availability.