Our Definition of Success is Yours.

When you choose WealthSource, you are not just hiring a financial advisor. You are securing a partner with a strategic outlook.
A partner that is as personally invested in your financial goals as you are. And that makes a world of difference to both of us.

Why We’re Different

Where Service Meets Value

At WealthSource, we’re dedicated to helping people solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter.

Financial Planning

Our planners evaluate your financial situation and help guide you to a place of clarity, confidence, and action.

Retirement Planning

Turn the money you have saved into a lifestyle you want. The WealthSource team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.

Estate Planning

Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.

Portfolio Management

WealthSource offers customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.

Tax Planning

Our internal team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money.

WealthSource Private Client

Financial complexity calls for sophisticated solutions. We work closely with you to develop a framework around your entire wealth enterprise. Our comprehensive approach is designed to encompass investment management, estate and tax planning, philanthropy, liquidity, and risk management.

What Is Your Story?

Each one of our client relationships is unique. Whether you’re a family, institution, individual or employer, we understand your situation and are here to provide guidance and financial clarity.

Individuals & Families

Entrepreneurs & Business Owners

Corporate Executives

Inheritors of Wealth

Foundations & Endowments

Individual Talents Working With a Collective Energy

At WealthSource, we are incredibly proud of our team’s expertise, ingenuity, and ability to reimagine what’s possible — for us as a wealth management firm, and for our clients. Together, we are here to help you rise to the challenges and opportunities you face, today and tomorrow.

Local Presence, National Reach

1277 E. Grand Ave, Suite B Arroyo Grande, CA 93420

805-473-1040 Meet Your Advisor

Daniel is the sole shareholder of the accounting firm Rohr & Associates. He joined Vellum Financial, one of two firms that merged to form WealthSource Partners, in 2014 and now offers clients the full spectrum of financial services as an Independent Wealth Advisor of WealthSource.

Daniel received his Bachelor of Science degree in Business Administration with a concentration in Accounting from the California Polytechnic University in San Luis Obispo and is pursuing a Masters in Taxation from Golden Gate University. He is a California Certified Public Accountant, Personal Financial Specialist, and Enrolled Agent.

Daniel’s accounting and tax knowledge offers an advantage to his clients when advising on financial matters. His CPA designation and Enrolled Agent license affords him the unique ability to offer tax advice in connection with a client’s full financial plan.

Daniel is married and has two young children. When out of the office he enjoys spending time with family and friends.

Tax planning, advisory and compliance; bookkeeping; and tax return preparation and filing services offered through Rohr & Associates, Inc. (California CPA Corporation License # 6966) and/or Daniel Rohr (California CPA License # 116268) in his individual capacity as a licensed CPA. WealthSource is not an accounting firm and Rohr & Associates, Inc. and WealthSource are independent and unaffiliated entities.

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DANIEL ROHR