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Lifelong Guidance

We’re here for you, offering advice and support throughout life’s milestones.

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Tailored to You

We take a personalized approach to your wealth management needs.

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Dedicated Professionals

Our experienced team shares a passion for helping you pursue your goals.

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A Holistic Approach

Our process focuses on paving a path that guides you toward your goals.

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Where Do You Want Your Financial Roadmap to Take You?

Where Do You Want Your Financial Roadmap to Take You?

At Palomar, we strive to create a personalized financial roadmap, which may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Why Work With Us?

We are committed to providing a high level of service, which stands apart from the rest.

How Do We Work?

We work with you to create customized strategies that address your personal needs.

What Do We Offer?

We offer comprehensive wealth management and retirement planning strategies.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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