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, financial planning, retirement income planning, and tax planning services to local families.
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
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.
Jeff Murray in Grand Junction is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
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.
Our team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money.
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.
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the May 2022 Markets. Check back each month to learn more! ...06.16.2022
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the April 2022 Markets. Check back each month to learn more! ...05.24.2022