Palo Seco Wealth Management

Overview

Palo Seco Wealth Management is an independent registered investment adviser organized as an LLC that serves individual and family clients with a fee-based financial planning and portfolio management model. The firm acts as a capital allocator and blends discretionary portfolio management with advisor-led selection of outside managers when a client mandate calls for specialist exposure. Service offerings include comprehensive financial planning, portfolio management for individuals and small businesses, educational workshops, and insurance brokerage. Fee arrangements are flexible and include a percentage-of-AUM option alongside hourly and fixed-fee engagements. Investment posture is equity‑oriented with a clear preference for exchange‑traded instruments. The firm emphasizes liquid, listed securities and ETFs as the backbone of client portfolios while retaining the ability to place client capital into third‑party alternative managers—primarily real estate—when appropriate. Palo Seco is not positioned as an ESG‑driven adviser and operates on a single‑state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices