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

1561 Oxbow Dr. Montrose, CO 81401

970-439-4512 Meet Your Advisor

Lisa joined WealthSource Partners as a Managing Partner in April of 2022.  Lisa started her career in the accounting field working in a variety of industries for over 25 years until she expanded her career by transitioning into financial services in July of 2015 by joining ElderAdo Financial, Inc as a Financial Planner and then also as an Investment Advisor. In August of 2018, Lisa left ElderAdo Financial, Inc to join the Wealth Management division of Alpine Bank as a Vice President and Client Executive.  Lisa received her Associate of Arts degree in Business from Rochester Community College and her Bachelor of Science degree in Accounting from Minnesota State University. In addition to being a CFP® certificant, Lisa is a Personal Financial Specialist (PFS) and a certified public accountant (CPA).

Lisa believes in giving back to her community; actively serving in various capacities for non-profit organizations operating in Montrose.  In her free time, she can be found outdoors enjoying music concerts, hiking and camping.

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The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Tax advisory, bookkeeping, and/or tax return preparation and filing services offered through P&L Financial, LLC and/or Lisa Isaacson (CO CPA License # 23532). WealthSource is not an accounting firm and P&L Financial, LLC and WealthSource are independent and unaffiliated entities.

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LISA ISAACSON