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...
Doug started his career in the financial services industry in 1983 and has held the Chartered Financial Analyst designation since 1987. In 2005, Doug formed his own investment advisory firm, which, in 2013, merged into Avant-Garde Advisors, one of two companies that formed WealthSource Partners. Doug enjoys providing objective investment management and legacy planning advice.
Formerly a Portfolio Manager with Wells Fargo’s Private Asset Management group, Doug also managed fixed-income portfolios for United Capital Management, a subsidiary of Norwest Bank Minnesota. Doug believes in active management, i.e., managing investment portfolio risk exposure based on what’s happening in the market now. “Volatility” creates risk and opportunity in the financial markets and Doug believes that being on the right side of volatility is the key to successful active management.
In addition to being a charter member of Grand Junction’s Horizon Sunrise Rotary Club, Doug has also sat on a number of boards in the Grand Valley, including the Colorado Mesa University Foundation (Past President), the Museum of Western Colorado, the ministry of Go-El, Caprock Academy’s Long-Term Planning Committee, Messiah Lutheran School’s Parent-Teacher League, and the Palisade High School Community Advisory Council. Doug is married to Chris, a D51 special education teacher, and coordinator.
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