4500 North Prospect Road
PalomarWealth is built upon the foundation of Christian values, purpose, and stewardship to guide clients to lead a life of significance. The practice name, PalomarWealth, is based on a simple fishing knot that symbolizes the secure bond between our clients and our team. One of the strongest and most effective knots, the Palomar knot illustrates simplicity and strength simultaneously. Helping others succeed, increasing financial security, enabling clients to reach their goals, and creating ways for them to contribute to the causes and communities important to them is our primary purpose. Our clients are unique and have their own distinctive challenges. Our team continues to be inspired by the call to provide actionable plans that simplify complex situations while educating clients and removing confusion from the financial planning process.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Wealth Advisor | CEO
Advisor | Director of Research
Advisor | Director of Client Engagement
Director of Investment Services
Business Operations & Insurance Specialist
Chief Operating Officer
firstname.lastname@example.org | 309-691-9600