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.
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Independent Wealth AdvisorCFA
Jeff is a specialist in corporate-qualified retirement plans and business succession planning. Jeff began his career as a financial advisor with Prudential Financial in 1994. Jeff then worked for National Life Insurance Company where he developed extensive knowledge of the qualified plan arena by working with clients. Jeff continued his evolution of helping clients at Sammons Securities Company and then at New England Financial where he focused on business retirement and succession planning for individuals and business owners. Moving back to Colorado was always a goal of Jeff’s, and in 2012 that dream became a reality when Jeff moved to Grand Junction, bringing with him an abundance of knowledge and experience.
Jeff enjoys the outdoors of Western Colorado on a regular basis, as well as the people and community in which he resides.
Independent Wealth Advisor
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.
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