Broker Check

Ever hear of robo advising? Think of it as personal financial advice along with sophisticated technology to manage your investments. Guided Wealth Portfolios, our online platform, leverages the benefits that technology has to offer in the world of portfolio management. Through this platform, you get a dedicated Pharos Wealth Management advisor with the added convenience of an automated investing solution and 24-7 access to your accounts.

The Pharos Wealth Management team is available to discuss any questions you may have about the direction of your portfolio. The Guided Wealth Portfolios service offers:

  • Personalized planning, service, and advice: The path to your financial goals is personalized for your specific stage in life, and will change as your life changes. If you ever have any questions, we are only a phone call away.

  • Intuitive, intelligent technology: See your accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.

  • Advanced wealth management at a lower cost: We can implement your personal roadmap using proven investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.

Whatever your retirement goals, we can help you.

Intelligent Investing

We offer investment management designed to protect your portfolio against volatility and help you pursue your financial objectives. By investing with us, you receive:

  • A personalized roadmap – Based on your goals, investing time horizon, and risk tolerance, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. This is a working plan that changes as your life changes.  

  • Holistic advice – We consider your entire financial picture and leave no stone un-turned.  By learning about your retirement objectives and investments, our analysis allows you to work toward your investment goals.

  • Tax-efficient investing – Through advanced and detailed investment analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.

  • Consistent monitoring – Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.

  • Tax-loss harvesting – If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. 

  • Financial advice – We’re available if you have a question about your account or investing strategy.

So who is this strategy right for?  Guided Wealth Portfolios are available to those looking for a high efficiency way to manage their investments. Guided Wealth Portfolios are available to investors 62 and younger, with more than 7 years to retirement, and with at least $5,000 to invest. This strategy has particularly appealed to younger investors who find value in the easily accessed online system.  

Get your dynamic proposal and start investing for your future today!

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Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL).  GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities.  If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. 

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.