Your source for wealth management

“There is no greater wealth in this world than peace of mind.”

  • Multiple locations

    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 Backend

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.

"The man who can keep a secret may be wise, but he is not half as wise as the man with no secrets to keep.” - E.W. Howe

Our approach to transparency is the structure, fabric and culture of our firm. The reason we're so invested in transparency is we've experienced complex opacity firsthand. We know what it's like to face, and be part of firms that are convoluted and evasive. We want you to be able to experience something different, better, and clearly aligned with your interests.

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