Helping you align your investments with your faith

At Palo Seco Wealth Management, our mission is to guide clients in their journey of generosity and financial stewardship. We provide education, encouragement, and prayerful support, fostering a deeper connection between faith and financial well-being. Believing that financial advice is also spiritual guidance, we create comprehensive financial plans tailored to each client’s unique goals and values, offering ongoing wisdom and partnership throughout their journey.

Leading by Example – Donating 50% of My Fee

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.

I encourage clients to prioritize giving to their local church first, followed by ministries that serve those in need and advance the Great Commission by spreading the gospel worldwide.

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.

This commitment reflects my belief that financial stewardship is a powerful way to make an eternal impact. Let’s partner together to grow your wealth and give generously.

Faith-Based Investing

Palo Seco Wealth Management can create custom portfolios based on YOUR personal convictions. We apply screening tools to ensure we remove any company that does not align with your personal convictions.

Examples of industries that some believers avoid due to their Personal Convictions:

  • Abortion

  • Abortion Philanthropy

  • Alcohol

  • Adult Entertainment

  • Tobacco

  • Gambling

  • Environment

  • Predatory Lending

  • Firearms/Military

  • Human Rights

  • Cannabis

Our Services

As FIDUCIARIES we follow a proven process to help you:

Investment Philosophy

Our philosophy focuses on a passive approach to investing. Our goal is to align your portfolio allocation to help you achieve your finish lines. We do this by targeting an optimal portfolio return based on your risk tolerance and time horizon. This will provide you with a high probability of attaining your specific financial goals rather than focusing on generating the highest possible return or beating the market.

We do not adhere to the probability of success models for forecasting your financial future, instead we use a range of returns that provides you with guardrails on how you spend your money. This allows you to either increase or decrease income in retirement based on the performance of your portfolio.