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...
Drew's background in the environmental sciences has taught him the importance of putting people at the center of every decision. When it comes to accessing the right information quickly, asking the right questions, or simply taking the time to listen, Drew brings an analytical mind — and his passion for solving complex problems.
Drew holds a Bachelor of Arts degree in Biological Sciences from the University of Delaware. Drew and his wife Erica have two kids, Chase and Cameron. The family also includes a beloved ‘doxador’ named Dawkins and a cat named Chloe. The Dintaman family resides in Orange County, CA, where the great weather makes staying active outdoors easy – usually near the water – and exploring all sorts of fun (and food) within reach.