Yes. We embrace our legal obligation to only give advice that’s in the client’s best interest. WealthSource was founded to give more clients access to un-conflicted financial advice — and we remain tr...
+ read moreCharles Schwab, TD Ameritrade, and Raymond James are the preferred custodians we utilize for our clients. We have relationships with some of the most well-known firms so that our clients have choices....
+ read moreNo. Your money is always held with your custodian. As your wealth manager, WealthSource is granted trading authority, and based on your specific authorizations, limited rights of disbursement, which i...
+ read moreNo. Your bank’s Federal Deposit Insurance Corporation (FDIC) protection covers up to $250,000 in your bank deposit accounts, including checking and savings accounts, money market deposit accounts, and...
+ read moreNo. Your investments are held in your specific account, under your own name (or trust or entity of your direction) and the appropriate tax ID number. Your money is separate and distinct to you.
Members of the WealthSource team take pride in holding some of the most prestigious designations and credentials in the industry. It is important to note that not all designations are equally rigorous...
+ read moreSelecting a financial advisor is an important decision. You are securing a partner who can help you tackle big financial goals, give you an overview of your money, and potentially improve your tax efficiency...
Investment risk perception may not be the best way to make investment decisions....
Emotions can run high, especially when it comes to investing for an important goal. When the markets are up, most people tend to sleep better at night. When the markets are down, it can be downright terrifying...
By allocating money to a mix of accounts that offer different tax treatments, you can manage how much of your retirement income will be taxed — and at what rate. The key is to select an optimal mix of accounts....
Many people associate the words “estate plan” with getting old. If you don’t look forward to spending an evening thinking about your mortality and worldly possessions, chances are that you’ll be tempted to procrastinate...
Kevin began his career in the financial services industry in 1994. In 1998, Kevin became a financial advisor at Edward Jones where he mentored other financial advisors. Then, in 2004, Kevin opened Swanson Financial Services, which offered independent financial advice to his clients. In 2012, Kevin joined Vellum Financial, one of the companies that merged to create WealthSource, as a Partner.
Kevin attended the California Polytechnic State University in San Luis Obispo and is married with three children. In his free time, Kevin enjoys surfing, running, and camping.
Kevin Swanson is a Registered Representative of APW Capital, Inc., Member FINRA/SIPC. Securities offered through APW Capital, Inc. located at 100 Enterprise Drive, Suite 504, Rockaway, MJ 07866, (800) 637-3211. WealthSource Partners, LLC and APW Capital, Inc. are independent and unaffiliated entities. Check the background of this investment professional on FINRA’s BrokerCheck.
