Pharos Wealth Strategies

Pharos Wealth Strategies Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

05/16/2024

"The best way to measure your investing success is not by whether you're beating the market but by whether you've put in place a financial plan and a behavioral discipline that are likely to get you where you want to go."

Benjamin Graham - Often described as "The Father of Value Investing" and the teacher of Warren Buffet.

Please help us in welcoming our newest Pharos Wealth Strategies team member Kay Flores. Kay is our Client Relationship ...
05/30/2023

Please help us in welcoming our newest Pharos Wealth Strategies team member Kay Flores. Kay is our Client Relationship Manager, and along with Lauryn Donnelly, make up our world class service team. To learn more about Kay click the following link https://www.pharoswealthstrategies.com/team/kay-flores

Introducing Pharos Wealth Strategies team member and Advisor Assistant Lauryn Donnelly. She has been a great addition t...
05/18/2023

Introducing Pharos Wealth Strategies team member and Advisor Assistant Lauryn Donnelly. She has been a great addition to our team and helps us and our clients in so many ways.
See the link in the comments below to learn more about Lauryn.

Some Halloween fun with the Pharos team and others!
10/31/2022

Some Halloween fun with the Pharos team and others!

Pharos Wealth Strategies is celebrating one of our finest, Carolyn Abshier. Carolyn just surpassed her 15th year as a f...
09/21/2022

Pharos Wealth Strategies is celebrating one of our finest, Carolyn Abshier. Carolyn just surpassed her 15th year as a financial advisor. We are so grateful for her dedication to our team and to our clients! Way to go Carolyn!

08/24/2022

Pharos Perspectives. Rain, Relief, Rally and Recession.

Two potentially costly misperceptions for retirement investors: #1. They tend to underestimate their own probable life...
08/05/2022

Two potentially costly misperceptions for retirement investors:
#1. They tend to underestimate their own probable life expectancy #2. They dramatically overestimate the negative effect of short or intermediate-term equity market pullbacks on their long-term capital.
Both of those misperceptions can lead to poor decision making when managing your retirement portfolio. Don't let that happen to you. We can help.

07/13/2022

Sometimes the headlines concerning your financial future can seem a bit overwhelming. Let us help you sift through the noise and get down to the facts that really matter to you and your family.

As we approach Memorial Day and take time to remember and honor those who sacrificed so much, I thought I would share a ...
05/27/2022

As we approach Memorial Day and take time to remember and honor those who sacrificed so much, I thought I would share a short story from a lunch I attended this week. The guest speaker was Major General, Kevin Bergner, who is currently the president and CEO of Goodwill Industries. He is also a retired Army Major General who served in Iraq (Mosul). He later served on National Security Council as Special Assistant to President George W. Bush. His role was to advise the president and other leaders on what was actually happening on the ground in Iraq and took several delegations to speak to the troops on the front lines so that they could hear first hand how things were going. General Bergner shared a story about how his faith, and his father's advice upon graduation, shaped his life and career. His faith taught him to love God and love others and his father's words at his graduation were to " take care of your people, and they will take care of you. Thank you general Bergner for your service, your willingness to share your faith and your father's advice. Happy Memorial Day!

05/20/2022

Pharos Perspectives

05/04/2021

Are your plans for retirement on autopilot? Have you considered any course corrections that may need to be made? At Pharos Wealth Strategies will help our clients determine whether they are properly positioned and adequately funded to meet their retirement goals, while pointing out potential blind spots along the way. Let us be your retirement co-pilot and together plan for a bright future.

Address

13750 San Pedro Avenue, Suite 145
San Antonio, TX
78232

Telephone

+12106254847

Website

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