Brian, Colla

Palo Seco Wealth Management is a Christian Financial Firm providing financial planning and investment advice. We serve our clients as we would want to be served. Regardless of your beliefs or faith, we have always and will always be committed to serving clients with professional financial advice and genuine care.

We treasure the relationships we have with each of our clients, and we take pride in serving a diverse client base. If you want financial planning that is guided by timeless wisdom, we can be your partner in navigating the complexities of finance with wisdom and in ways that will lead to the flourishing of you and your loved ones.

We promise to do this with excellence and genuine care for you.

At Palo Seco Wealth Management, generosity is at the core of what I do. I am committed to giving back by donating 50% of all asset under management (AUM) fees to support the Kingdom of God. This means half of the fee we charge for managing your investments will be directed to the Christian charity of your choice.

My advisory fee is a flat 0.70%-significantly lower than the industry average. Of that, 0.35% will be donated on your behalf to your home church or a Christian charitable organization that aligns with your values and furthers God's work.

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