Our mission at WealthSource is to do what’s best for the client.

We never stop listening — and always stand ready to guide you through changes in your goals, circumstances, and the world at large.

Financial Planning Services for Individuals and Families

Our comprehensive financial planning services bring together all aspects of your financial life, from investment management, taxes, and estate planning to retirement, asset protection, and charitable giving.

Goals

Investments

Income Taxes

Social Security Planning

Education Planning

Estate Planning

Asset Protection

Charitable Giving

“You have power over your mind — not outside events. Realize this, and you will find strength.”

- Marcus Aurelius, Meditations

Financial Planning Services for Business Owners & Entrepreneurs

As a creator of one or more businesses, you don’t intend to rely upon 401(k) accounts as your only exit strategy. Your business is a key part of your net worth, a significant investment, and a potential source of future financial security. WealthSource can combine your business and personal life into one big picture — to empower you to make the best choices, leverage your hard work, and position you for success in every way that matters.

Cash Flow Planning

Risk Management

Investment Management

Business Valuation

Succession and Exit Planning

Tax Planning

Local Presence, National Reach

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

All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit.  The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”).  Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource.  Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource.  WealthSource is not a law firm and does not provide legal advice.  You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.