Initial Consultation

Effective planning starts with a deep understanding of where you are now and where you are headed. Mapping that journey with you – and helping you navigate it – is what we do best.

Schedule 15 minutes with us- call(216.455.7510) or email to schedule

What to expect on first call – these calls are informal, usually about 15 to 20 minutes & it won’t cost you a cent!

Next Steps

If we mutually decide to continue the financial relationship:

  • We will gather detailed financial information from you via our Confidential Planning Questionnaire
  • We will ask lots of questions. Our questions and your answers help us to understand your personal financial goals, objectives, and risk tolerance. As we learn what’s important to you we develop a plan based on your needs and desires. We will analyze the information provided and create a plan with various ways to help meet your objectives.
  • We will schedule a follow-up meeting to discuss your plan and options
  • You will then have the opportunity to decide if you wish to hire us
  • Our holistic approach to managing investments includes utilizing other professionals whom our clients works with such as accountants, attorneys and insurance agents to build a coordinated plan.
Pharos Financial Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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