4500 North Prospect Road,
At PalomarWealth, we collaborate together to create recommendations and strategies designed to bring you financial success. We look at your holistic picture: your goals, attitudes, dreams, and challenges and create a comprehensive plan that results in a positive financial future. We are a fiduciary practice, meaning that we are legally and ethically obligated to act in your best interests.
☑️ Once you fill in your information below, a member of the team will contact you.
☑️ We will schedule a quick 15-minute call with an advisor to get to know you and better understand your situation.
☑️ After speaking with an advisor, you can schedule a free introductory 1-hour meeting to give you a glimpse into the financial planning process. By providing a few details about your finances, we will prepare a Financial Snapshot to provide more detail on your current financial situation. This meeting is designed to be informative and low-pressure, so you can get a sense of what it's like to work with us.
Please provide your contact information and share anything you would like us to know about you so we match you with the right advisor. It is helpful to us if you include your age, net worth, financial goals, and any other pertinent information. A member of the team will be in touch with you soon!
Comprehensive financial planning provides direction and peace of mind.
Our data-driven approach uses a systematic rules-based process, which mitigates emotions and fosters an atmosphere of quality decision-making, especially during turbulent times.
Estate Planning is offered through a partnership with EncorEstates.