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.

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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.

(The speaker, Randy Alcorn, does not endorse Palo Seco)

About Brian Colla

I’m a proud father of two wonderful children and a devoted husband to my amazing wife.

Wealth Management is my second career, and I’ve been in the field for nearly six years. Prior to this, I spent almost 20 years in banking, where I held various roles that laid the foundation for my current career. As a passionate financial planner and investment advisor, my primary focus is to help families and individuals create a clear path toward financial security and grow in their journey of generosity. I specialize in developing comprehensive financial plans, as well as providing personalized financial education and guidance. I believe a comprehensive approach to financial advice offers clients a roadmap to reach their long-term goals.

Experience

Throughout my career, I’ve had the privilege of assisting hundreds of individuals, families, and businesses with their financial needs. My experience spans a wide range of financial services. I offer a distinctive blend of skills that benefit clients seeking comprehensive financial planning and asset management. My background extends beyond financial planning to include real estate and lending, allowing me to provide valuable insights into property investments and financing.

Additionally, while not a lawyer, my law degree gives me a unique perspective on legal protection. This background enables me to help clients assess potential risks and navigate the legal aspects of their financial decisions. By combining these diverse areas of expertise, I deliver customized financial advice that accounts for both opportunities and risks, ensuring clients make informed, secure decisions.

Education

Certificate in Financial Planning - Bryant University

Juris Doctor - Trinity Law School

Bachelor of Arts - Political Science - Loyola Marymount University

Biblical Principles for Money

At Palo Seco Wealth Management, we help you apply biblical financial wisdom based on your personal convictions and manage your wealth as a faithful follower of Jesus.

Principle 1

God Own’s it all

When we acknowledge that God owns it all we accept that we are stewards over His goods, we can have a Kingdom mindset in our stewardship.

Psalm 24:1 The earth is the Lord’s, and everything in it. The world and all its people belong to him

Principle 2

Spend less than you earn

When we live with less than we earn we create margin which grows over time

Proverbs 13:11 Wealth from get-rich-quick schemes quickly disappears; wealth from hard work grows over time.

Principle 3

Avoid the use of debt

While debt enslaves, living without debt gives you freedom to serve God without financial obstacles.

Proverbs 22:7 The rich rule over the poor, and the borrower is slave to the lender.

Principle 4

Avoid a lifestyle of evermore consumption

The pursuit of material things never satisfies, focus on a Jesus centered life.

Ecclesiastes 5:10 Whoever loves money never has enough; whoever loves wealth is never satisfied with their income. This too is meaningless.

Principle 5

Give cheerfully

Generosity is a joyful act of worship that reflects God’s own giving nature and enriches life all around.

2 Corinthians 9:7 You must each decide in your heart how much to give. And don’t give reluctantly or in response to pressure. “For God loves a person who gives cheerfully.”

Principle 6

Set long term Goals

As we prayerfully set goals we have faith that God will align our earthly plans with His heavenly Kingdom and use us to further His Kingdom.

Proverbs 16:9 We can make our plans, but the Lord determines our steps.

Principle 7

Beware of the dangers of wealth

Use wealth not as an end but a means to glorify God and serve others.

Matthew 13:22 The seed falling among the thorns refers to someone who hears the word, but the worries of this life and the deceitfulness of wealth choke the word, making it unfruitful.

Are you using your faith to influence your money?

"Will you help me if I'm not a Christian?"

YES! 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 will treat you the way we want to be treated. Since biblical principles such as avoiding the use of debt and stewardship are in fact part of Professional Financial Planning you will be We are equally committed to providing our services to anyone who can benefit from them.

We live in a world that is increasingly divisive but that is not how we run our business.

If while navigating our website you find yourself doubting whether or not Palo Seco Wealth Management can work with you, we promise we can. 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.

Helping you align your investments with your faith

Leading by Example – Donating 50% of My Fee

About Brian Colla

Biblical Principles for Money

"Will you help me if I'm not a Christian?"

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