Our Vision
We seek to build a long-term relationship of mutual respect and understanding by going above and beyond expectations to ensure you have ownership of your financial future.
Our Values
We demonstrate our Christian values in how we work with you by putting you first in every aspect of what we do. We deliver this unique experience through our team of caring and compassionate professionals.
OUR PRIMARY PURPOSE &
Our Mission
Our practice creates lasting relationships built on trust to assist you in leading a life of purpose.
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 the right questions to 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 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 ensure you are navigating the right course toward a healthy financial future.
Thrivent Advisor Network builds on the 100-year heritage of Thrivent Financial. Together we partner with Thrivent Financial to help you achieve financial clarity, make the most of everything you’ve been given, and live your life full of meaning and gratitude.
Navigating Your Financial Journey Podcast
Explore the concepts of financial wellness with the PalomarWealth team. Each episode examines a different financial topic with the goal to prepare you for a stronger financial future.
Charitable Giving: Smart from the Heart
