Are you a fiduciary?

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...

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Who holds my money?

Charles 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....

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Does WealthSource have custody of my money, just like at the bank?

No. 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...

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Are my accounts insured like they are at the bank?

No. 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...

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Is my money co-mingled with other clients’ money?

No. 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.

What designations do you hold — and which ones matter?

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...

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    How should I choose a financial advisor for my family?

    Selecting 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...

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    Which Is true about investments and risks?

    Investment risk perception may not be the best way to make investment decisions....

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    What do I do if the market goes down?

    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...

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    What do I need to know about tax-efficient retirement savings?

    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....

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    When should I put together an estate plan?

    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...

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    Discover the
    WealthSource Difference

    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