“There is no greater wealth in this world than peace of mind.”
Our national presence includes advisors in 10+ cities in California, Colorado and Florida where we have a local presence for your investment and financial planning needs. No location near you? No problem. Advanced technology allows us to meet with you anywhere in the world with an internet connection.
Service you deserve
Our support team of 14 people delivers what we believe is a second to none experience for our clients. Feel confident that your advisor has a robust team behind them providing you the service you deserve and that we feel has been missing in the financial services industry for some time.
A Wealth of Knowledge
With 24 Investment Adviser Representatives, we have the industry experience to solve some of the most complex problems. From asset allocation design, investment management, 401k consulting to financial planning, we have all of your wealth creation and preservation needs covered. Check out Our Team page to be introduced!
We love what we do
We 100% love what we do. We're passionate and enthusiastic about helping you achieve your financial goals and aren't afraid to show it. WealthSource was created to change the investment management industry because we didn't like the experiences we had at other firms. Let us show you our passion for investing!
Robots aren't bad, they just aren't human
As a client of WealthSource you will experience a personalized investment approach delivered by your human advisor. With all the computerized relationship options available in the world we believe that a better approach is to focus on the human relationship. After all, when is the last time you sought advice from a automated answering machine.
What you can expect from a human advisor with a technology backbone:
Human Thought Process
Your advisor can relate to the concerns and problems you have to create a truly custom solution.
Technology is used to increase efficiency, accuracy and communication with you, the client.
Measured On Success
We measure ourselves and our investment advice on many metrics, but the most important is client satisfaction and retention.