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
A fifth-generation Coloradoan, Joel was raised on a ranch in the plains of eastern Colorado that was homesteaded by his ancestors in 1876. From an early age, he learned the importance of honesty and integrity, hearing stories about his family’s resolve to pay back depositors every last cent when the local bank they owned became insolvent during the 1930’s financial crisis.
A former college instructor, Joel has over 30 years of experience in the financial industry. He graduated with honors from Colorado State University, then earned a Masters degree in Economics from Iowa State University. After teaching agri-business and economics courses at Northeastern Junior College in Sterling, Colorado, he began his financial services career with Northwestern Mutual Life in 1988 selling life and disability insurance. Shortly thereafter he expanded into investment planning, and in 1998 he formed Legacy Wealth Advisors, LLC to provide fee-based financial planning services. As the investment side of his business continued to grow, in 2007 he affiliated with Raymond James Financial Services to gain access to comprehensive investment services. In 2018 he affiliated with WealthSource to gain greater service and back-office support for his clients while continuing to use Raymond James as a custodian. Joel operates under WealthSource Partners’ umbrellas as a DBA Legacy Wealth Advisor.
Joel holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.
Joel enjoys playing basketball, skiing, hiking, biking, and camping. Joel attends church regularly and is actively involved in supporting a number of different Christian charitable causes. Travel is also an important hobby, as he has five wonderful children and several grandkids scattered throughout Hawaii, San Diego, Pennsylvania, and Colorado.
Joel Propst is a Registered Representative of Fortune Financial Services Inc., Member FINRA/SIPC. Securities offered through Fortune Financial Services Inc. located at 3582 Brodhead Road, Suite 202, Monaca, PA 15061, (724) 846-2488. WealthSource Partners, LLC and Fortune Financial Services Inc. are independent and unaffiliated entities. Check the background of this investment professional on FINRA’s BrokerCheck.
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
