Pharos's adaptable investment strategy is dynamic and strives to take advantage of ever changing market environments. Helping families manage pre-retirement and retirement needs by providing financial plans to help guide you toward your goals. Exposure to alternative investments has the potential to create resilience, diversification, and opportunity.
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. 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 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. 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.
Services
We are financial advisors in Novato, Marin County and the San Francisco Bay Area. Thanks to technology, we aren't bound to Northern California - we also work with clients all over the country. We provide services ranging from financial planning to investment management to retirement planning. Pharos Wealth Management is a fiduciary financial advisory firm founded on principals that are solely focused on helping you pursue your financial goals.
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.
Of course, we're all inclusive and open to helping anyone that can potentially benefit from the services that we offer. So, even if you don't identify with any of the categories above, we'll find a way to help. Our offices are in Novato, CA, but we're not geographically limited. We work with clients all over the country, remotely and in person.
Our founding principles are routed in keeping you educated, maintaining transparency, and establishing a system for constant communication. First, we earn no commissions based on the management of your investments. As fiduciaries, our approach to managing your portfolio is focused on unbiased investment recommendations, not selling products that earn commissions.
Pharos Wealth Management acts as a fiduciary which means we are required by law to act in the best interest of the client: you. We look for the best, most appropriate strategy for YOU, regardless of how we are compensated. As independent fee-based financial advisors, we offer brokerage and advisory services through LPL Financial.
Reviews (10)
Ricardo M.
Jan 03, 2021
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Michael F.
Jun 15, 2019
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The most important element for me in a financial adviser is trust. I don't have time to be second guessing someone or checking their work. Scott is smart and knows his business. I trust him 100% with my life savings and know he will be looking out for me and my family and no one else. He is always willing to sit down, review my family's long term financial plan, and make changes without any hint that I am wasting his time. He is the best!
David M.
Sep 13, 2017
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I can't say enough good things about Pharos Wealth Management. Scott Stanley is a super sharp guy with a clear commitment to bringing in the highest returns on his clients' investments. He's also friendly, accessable, and very responsive to any questions I have, or actions I need him to take....I sometimes wonder if he does anything else besides work, as he is quick to respond to my queries, whether it's a 6:00 am or 8:00 pm at night....not complaining....just saying. :-D
I feel grateful to have found them, and I sleep well at night knowing that my future financial health
I feel grateful to have found them, and I sleep well at night knowing that my future financial health
Alexandra R.
Sep 05, 2017
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My husband and I first trusted Scott Stanley as our financial adviser over five years ago. His integrity and knowledge are invaluable. He is always available to answer any questions, advise us to make the best financial decisions and has grown our portfolio substantially without exposing us to too much risk. He sincerely cares more about what is important to us and our well being than anything else. Scott keeps himself current with the market and new funds that are available. He is the most genuine, trustworthy and savvy financial adviser. Trust, knowledge and good judgment are key, and Scott embodies
Abby C.
Aug 10, 2017
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Pharos Management has made an incredible impact on my life and finances. I am still quite young and as a newcomer to the financial planning scene, I needed someone I could trust and who could help simplify the complex world of finances. Scott Stanley has been and remains this person for me. He is responsive to my endless questions and I really trust his judgement and advice. He also makes financial planning less scary, which I appreciate in this industry. Before talking with Scott, even the word "finance" made me cringe but he's helped develop my confidence when discussing money
Sylvia S.
Sep 20, 2016
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Sarah B.
Aug 11, 2016
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I have been working with Scott for over 4 years now, and I am always impressed with his level of attention and detail. It's very hard to find someone you can trust with your investments these days, that's why I feel so comfortable working with Scott. I really enjoy working with him because you can tell he genuinely cares about growing and protecting my savings. If you would like to work with someone who makes intelligent decisions, is very knowledgeable, and an overall exceptional person I would highly recommend working with Scott Stanley.
Doug W.
Aug 10, 2016
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I moved my retirement investments to Pharos Wealth Management several years ago from a large, well known firm I worked with for over ten years. I am extremely pleased with my decision. My primary contact Scott Stanley is very knowledgeable, responsive and actually cares about making my investments perform. He also worked with me to develop detailed retirement plan that we will now adjust over time. The service from Pharos Wealth Management is very personalized as compared to larger firms. They know exactly who you are when you contact them. No quickly pulling up your account online while
Terrie G.
Aug 09, 2016
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In the course of my work, I feel like I've met at least 163 financial advisors. I chose to invest my own retirement funds with Scott Stanley at Pharos for several reasons. First and foremost, his returns on the investments he manages for me are outstanding. In the last 6 months, I've earned significantly more than I earned all last year and I'm amazed at my increases!
Second, his customer service is perfection. He responds immediately to any call or email I make. No matter how I mangle my tax situation, he helps right my wrongs with complete graciousness and patience. Scott
Second, his customer service is perfection. He responds immediately to any call or email I make. No matter how I mangle my tax situation, he helps right my wrongs with complete graciousness and patience. Scott
Keith P.
Aug 09, 2016
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I recently had the pleasure of working with Scott Stanley on my retirement planning and was very impressed with the depth of his analysis, early research and resulting plan. As a former Ameriprise customer, it was a very welcome experience to deal with someone as focused and knowledgable as Scott, that didn't try to sell me on proprietary products. Having worked in a finance related industry for many years, it's obvious to me when someone is looking out for my best interests. It is clear Scott did just that and as a result he's getting my business. I highly recommend Scott and
