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Our Philosophy

Our philosophy is based on our core Christian values and our collaboration with our corporate organization, Thrivent Advisor Network. Thrivent shares those same values and is owned by the members and clients whom they serve. In concert with those values, we don’t take the traditional advisor route constantly trying to convince clients that we are smarter, quicker, and faster at picking the right investments when history and data prove this is not the best approach.

At PalomarWealth, we employ a data-driven approach to managing assets that is focused on long-term, compound annual growth. We are proud to partner with Helios Quantitative Research, a data analytics firm. Helios specializes in providing research to an exclusive group of financial advisors who then build, implement, and monitor custom quantitative model portfolios. Our team reviews the research supplied by Helios and other sources, and then applies the strategies which best align with our client’s financial goals.

We are not influenced by the next hot stock as history tells us that very few companies outperform their benchmark over a ten-year time frame. Instead, we look at your holistic financial picture, your goals, attitudes, dreams, and challenges and create a comprehensive plan that deals with each of those and results in a clearer financial future.

We believe one of the best approaches to holistic financial planning is the implementation of an actively managed income distribution plan utilizing fact-based data analytics to create different buckets of income sources to successfully navigate the uncertainty of the markets. This allows us to plan for multiple stages in your life from near term goals, to a few years down the road, and all the way to retirement and beyond. We thrive on teaching our clients how to make their money do the most for them at each stage of their lives. There is no dream too big that we cannot plan for together.

This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.