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Your Financial Future: Powered by PalomarWealth

1. Investment Approach

1. Investment Approach

When it comes to investments, we put your financial needs first so you can navigate the right course for success however you define it.

2. Protection Strategies

2. Protection Strategies

To safeguard against financial risks and uncertainties, we develop custom strategies that enhance financial security that can withstand unexpected events.

3. Tax Management

3. Tax Management

When it comes to tax management, we help you navigate the complexities of the tax system so you can confidently achieve your financial goals.

4. Education 529 Plans

4. Education 529 Plans

Named after Section 529 of the Internal Revenue Code, this plan is specifically designed to help you save and invest for higher education expenses.

5. Retirement Preparation

5. Retirement Preparation

Our holistic approach is focused on goal-based planning using a data-driven approach to preparation and planning.

6. Estate Planning

6. Estate Planning

We offer estate planning through EncorEstates which helps provide you with an estate plan in a time-efficient and cost-effective manner.

FREE Consultation

Ready to take control of your financial future? Our team of financial advisors would love to meet you! Fill out the form below to get started.

PalomarWealth Financial Team

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