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...
Jason Zivich is an Independent Wealth Advisor with WealthSource® Partners. After working for over a decade at the large wirehouses, Jason knew he wanted to create a wealth management experience that allowed his clients the flexibility and freedom each of them should have when deciding on their investments. He takes a curated approach with each client, and ensures their financial portfolio is tailored to each of their individual needs and goals. Jason understands there’s much more to being a quality financial advisor than just overseeing client investing, and that bespoke planning should take a holistic approach. Some of his areas of expertise include Retirement Planning, Estate Planning, Tax Planning, Family Gifting, Philanthropy, Home and Investment Property Purchases, College Savings, and more. Jason’s attention to detail is what differentiates him as a full service financial advisor and not a traditional stockbroker.
Jason received his Bachelor of Science degree from the California Polytechnic State University, San Luis Obispo. Outside of the office, he enjoys spending time with his family in Manhattan Beach (wife Diana, son Haines, and furry son Fred), being active and playing sports, and finding ways to serve those in need in his community and throughout the world.
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.
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