Broker Check


Portfolio Management

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Financial Road Map

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Alternative Investments

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Tax Planning

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Estate Planning

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Research and Analysis

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Insurance Planning

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Education Planning

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Inheritance Management

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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.  With the help of a financial advisor, we can work together on your goal to have more financial freedom.  

We don't limit our services to those listed above, so please feel free to contact us to see how we can help you.  Whether you're in Sausalito, Marin County or the other side of the country, we can help.