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

Castle Pines, CO 80108

720-810-1270 Meet Your Advisor

Robert “Bob” Torba started his financial services career at Charles Schwab & Co. in 1999 where he focused on providing portfolio management services to high-net-worth individuals. In July of 2011, Bob joined Avant-Garde Advisors, one of two firms that merged to form WealthSource Partners. Bob graduated from the Fisher College of Business at The Ohio State University with a Bachelor’s degree in Finance. He has a very active lifestyle, spending much of his free time golfing, hiking, sailing or playing flag football, but his most cherished time is time spent with his daughters.

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ROBERT TORBA

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.