We believe that building wealth takes time — and that you can enjoy your life while you do it. By making intentional choices with your money, you get to maximize your fulfillment and joy today without sacrificing your future. Now, that’s true wealth.
Our mission at WealthSource is to do what’s best for the client. That philosophy has earned us lifetime bonds with the families we serve.
Our team is committed to the highest standard of client care under the law. We embrace the legal requirement to act in the best interest of the client and to provide full and fair disclosure of all material facts and conflicts of interest.
An informed client is a smart client. As a fee-based firm, we offer simple, transparent, competitive pricing. This approach is designed to reduce conflicts of interest, align our interests, and put you in the best possible position to succeed. We manage your money as if it were our own. When you win, we win.
Our team includes professionals with various designations. We wear those credentials proudly as a mark of dedication to continued learning, professional excellence, and an ongoing commitment to give the best advice to our clients.
Every year, the federal tax law changes. When it affects you, we act. From business tax advice, to proactive tax planning designed to potentially lower your lifetime tax liability, our team understands that the most important number is always net of tax.
With an experienced in-house investment team and a dedicated Chief Investment Officer, our approach to investing is sophisticated and personalized. Our job is to make investment decisions that are in your best interest.
True wealth is built when a trusted advisor works alongside the client — not despite the client. We are firm believers in financial education, priority-setting, and active accountability. Our advocacy is the measure of our investment in you.
Since 2011, Carl has primarily focused his career on working with clients in the investment, banking, and financial planning industry to help them achieve their personal and business goals including those around retirement, education, risk management, and estate planning. Focusing on personalized and comprehensive financial planning, Carl works with a diverse group of clients on understanding their needs and goals and translating their objectives into concrete financial advice. Working with clients on navigating the complicated world of personal finance, Carl enables clients to understand how they can achieve their goals efficiently and confidently.
Carl joined WealthSource from American Financial Network Advisory Services, LLC (“AFN”) where he led the financial planning team beginning in 2018. In 2019, while at AFN, Carl received the Accredited Investment Fiduciary® designation which focuses on empowering investment professionals to serve their client’s best interests.
Prior to joining AFN, Carl worked in New York, most recently preparing comprehensive financial plans for a Wall Street advisor. In 2016, while in New York, Carl received his Certified Financial Planner™ designation. As a CFP® professional, Carl has received rigorous training in personal finance and is committed to upholding its fiduciary standard.
Prior to moving to New York, Carl worked in the Canadian investment and banking industry primarily in his hometown of Calgary, Alberta.
Carl graduated from Queen’s University, in Kingston, Ontario in 2010.
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.
FInancial Planning AssociateCFA
David 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.
*Financial Advisor Magazine’s “50 Fastest Growing RIA Firms” ranks firms based solely on their growth in assets from the previous calendar year. WealthSource ranked #23 based on a reported 63% growth in assets from 2018 to 2019. All firms included in the survey must manage at least $400 million in assets.
Financial Advisor Magazine’s “Annual RIA Ranking,” ranks firms based solely on their total year end assets under management as reported to the US Securities and Exchange Commission. WealthSource ranked #284 out of 715 firms. To be included, firms needed to be independent RIAs that perform financial planning as part of their business services.
The Inc. 5000 Fastest-Growing Private Companies list ranks firms based solely on their percentage revenue growth over the last three years. To qualify for this honor, firms must be independent, privately owned, for profit, and based in the U.S. with $2 million or more in revenues in 2019 and $100,000 or more in 2016, with 2019 revenue exceeding 2016 revenue.
The Financial Times 300 Top Registered Investment Advisers list is produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of its parent company, the Financial Times. RIA firms apply for consideration and are graded on six factors: assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility, and compliance records. In 2020, 760 RIA firms applied for consideration of which 39% made the final list.
Awards and recognitions by unaffiliated rating services, companies and/or publications should not be construed as indicative of the type of experience a client may have with WealthSource or a guarantee or indication of WealthSource’s future performance. Neither WealthSource’s performance nor its clients’ experiences were considered in determining any of the rankings noted above. WealthSource did not pay any fees or other consideration to apply for or be considered for any of the rankings noted above.