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.



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

4450 Belden Village St. NW, Suite 601 Canton, OH 44718

330-453-3991 Meet Your Advisor

Bruce has spent most of his financial services industry career focusing on equity management and portfolio asset allocation strategies.  Bruce returned to his hometown of Canton, Ohio in 2012 and prior to that, worked at various firms such as Citigroup, Columbia Management and FleetBoston Financial.  Since 2018, when Bruce joined up with Paul Guerra, he’s been primarily responsible for client relationships and portfolio management for his and Paul’s clients.

Bruce earned a Bachelor of Science degree in Engineering and Master of Science degree in Management from Case Western Reserve University. He also holds the highly prestigious Chartered Financial Analyst® (CFA®) designation.

Bruce enjoys travel, music, fitness training, and economic history. His true passion, however, remains with sharing the economic benefits available through the equity markets and the wealth-building opportunities these markets provide to his clients. Bruce is also active in providing personal coaching, scholarship opportunities and career-mentoring to inter-city students in Canton.

Bruce and his wife live in Canton, Ohio.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

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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.