How We Serve
Your Financial Partner
At PalomarWealth, we believe transparency is key. We offer a range of services to help our clients plan and manage their finances effectively. Our team of experts is dedicated to providing personalized advice tailored to each individual's unique needs. We pride ourselves on being upfront and honest about our fees and services, so our clients can feel confident and informed throughout the entire process.
Whether you're looking to invest, save for retirement, or simply get a better handle on your finances, we're here to help.
Our Services
Financial Planning
Through all life's stages, we'll help you take control of your financial journey.
Estate Planning
Let us help you protect your legacy, secure your family’s future, and ensure your wishes are honored.

Your Goals. Our Process.
A secure bond between our team and your family can help strengthen your financial future.
We begin by learning what your priorities are and then we simply listen. We ask questions to better understand your financial perspective. Listening is a core value that we employ in our practice. By listening we discover what wealth means to you, creating a high-value, advice-driven relationship as your partner in your financial journey.
We collaborate together to create recommendations and strategies designed to help bring you financial success. We work with individuals and families from a diverse blend of backgrounds and a broad range of professions; from small businesses to farming, to the manufacturing industries.
We create individual, unique, and custom financial solutions. Our team monitors your investments and meets with you regularly to help ensure you are navigating the right course toward a healthy financial future.
Thrivent Advisor Network builds on the 100-year heritage of Thrivent. Together we partner with Thrivent to help you achieve financial clarity, make the most of everything you’ve been given, and live your life full of meaning and gratitude.
How can we help? We'd Love to meet you!
IMPORTANT: Advisory Person(s) may use proprietary financial planning tools, calculators and third-party tools and materials ("Third-Party Materials") to develop your financial planning recommendations. The projections or other information generated by Third-Party Materials regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. Thrivent Advisor Network, LLC and its advisors do not provide legal, accounting or tax advice. Consult your attorney and or tax professional regarding these situations.
The return assumptions in Third-Party Materials are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment. Investing involves risks, including the possible loss of principal.
Investment advisory services are offered through Thrivent Advisor Network, LLC, a registered investment adviser. This material, in and of itself, does not create an investment advisory relationship subject to the Investment Advisers Act of 1940.
The purpose of the report is to illustrate how accepted financial and estate planning principles may improve your current situation. The term "plan" or "planning," when used within this report, does not imply that a recommendation has been made to implement one or more financial plans or make a particular investment. You should use this Report to help you focus on the factors that are most important to you. Review the Financial Planning Disclosure Document and the Financial Planning Agreement for a full description of the services offered and fees.
Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “Thrivent”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures for a full description of services, fees and expenses, available at Thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons may also be registered representatives of a broker-dealer to offer securities products.
Certain Thrivent Advisor Network LLC advisors may also be registered representatives of a broker-dealer to offer securities products. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Please visit our website www.thriventadvisornetwork.com for important disclosures.
Technical analysis is a method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volumes. Technical analysis attempts to predict a future stock price or direction based on market trends. The assumption is that the market follows discernible patterns and if these patterns can be identified then a prediction can be made. The risk is that markets may not always follow patterns.