As FIDUCIARIES we follow a proven process to help you:

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.  

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.