Our financial advisors in Grand Junction, CO have made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve Colorado and deliver investment management services and retirement income planning to local families.
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.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Independent Wealth AdvisorCFA
Lisa Mauser returned to WealthSource in 2021 after leaving in 2016 in order to purchase, rebrand and eventually sell a local hotel in Grand Junction. As a Client Relationship Manager, Lisa provides tailored concierge services to clients to help coordinate their retirement planning and investment management needs. Proactive, caring and determined, she helps ensure that clients receive timely communications in a boutique setting.
Lisa began her financial services career in personal banking working for a family-owned bank, where she earned a reputation as a fierce advocate for her customers. Lisa then took a few years to raise her sons at home until Doug May recruited her in 2010.
Lisa grew up in Grand Junction where she married her husband, Scott, in 1997. She has two sons and enjoys camping and off-roading with her husband.
Client Relationship Associate
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
FInancial Planning AssociateCFA
David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
Doug May in Grand Junction is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
Chris Shea, Chief Investment Officer of WealthSource, takes a look at the August 2022 Markets. Check back each month to learn more! ...09.15.2022
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the July 2022 Markets. Check back each month to learn more! ...08.17.2022