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.
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.
Our planners evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
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.
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.
WealthSource offers customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
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.
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.
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.
The success of an endowment or a foundation depends on many hands working together. That includes board members, executive officers, professional staff, external auditors — and a dedicated, fiduciary institutional investment manager. Whether the goal is to assist your community or to advance a particular cause, our investment advisers understand the professional and social importance of being responsible stewards for foundation and endowment funds.
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.
FInancial Planning Associate
CFADavid has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
Let's chat
9155 E Nichols Ave, Suite 175. Centennial, CO 80112
Christopher started his career in 1998 as an Investment Associate in First Union National Bank’s institutional investment management division. In 2000, Christopher joined Harvey Capital Management, Inc. as an Investment Officer. During his time at Harvey Capital Management, Chris worked as a research analyst and portfolio manager. Chris later worked for Citicorp Investment Services before becoming a Portfolio Manager for First National Bank and Trust Company of the Treasure Coast. In 2006, Christopher left First National Bank and Trust Company of the Treasure Coast and joined Wachovia Bank as a Relationship Manager and, in 2007, Chris joined Northern Trust Bank as a Portfolio Manager managing investments primarily for high net worth individuals. In 2014, Christopher joined BNY Mellon. After many years working for several banks, Christopher decided to become an Independent Advisor and joined Avant-Garde Advisors, LLC in 2015, which would come together with Vellum Financial, LLC in 2016 to become WealthSource Partners.
Christopher primary focuses on helping high net worth families develop investment portfolios to meet their needs, goals and objectives. Christopher received his Bachelors of Business Administration degree with a concentration in Finance from Florida Atlantic University in 1994.
Christopher resides in Colorado with his wife Debbie and two children. Chris spends his free time playing tennis, cycling and fly fishing with his son Daniel.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
FInancial Planning Associate
CFADavid has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
Let's chat
9155 E Nichols Ave, Suite 175. Centennial, CO 80112
