Your Financial Future.
Our Unwavering Focus.

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.

Meet WealthSource in Grand Junction, CO

Denise Cook is a Senior Client Relationship Manager with WealthSource® Partners. Denise moved to Grand Junction, Colorado in order to attend Colorado Mesa University where she received her Bachelor of Business Administration Degree with a concentration in Management. After graduation, Denise decided to stay in Grand Junction to start her career, which has evolved over time from being a legal secretary specializing in trusts to a relationship manager supporting trust officers and then investment advisors. She brings a wealth of experience and her calm and thorough manner is a singular talent on which clients will continue to rely at WealthSource. Denise is married and enjoys spending time with her husband, two daughters and granddaughter.

DENISE COOK

Senior Client Relationship Manager

Robb Parsons is a Senior Wealth Manager with WealthSource® Partners. He received his Bachelor of Science degree in Management from Clemson University and, in 2007, became a Chartered Financial Analyst® charterholder. Robb specializes in serving the needs of high-and-ultra-high-net-worth clients and focuses his energy on in-depth portfolio analysis and strategic tax-sensitive management. Prior to joining WealthSource, Robb was with Wells Fargo Private Bank in Grand Junction, Colorado, for almost thirteen years where he served as a Senior Investment Strategist and Vice President.

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

 

ROBB PARSONS

Senior Wealth Manager

CFA

Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.

Where Service Meets Value

Robb Parsons in Grand Junction is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.

Financial Planning

Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.

Retirement Planning

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.

Estate Planning

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.

Investment Management

We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.

Tax Planning

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.

Get Started on Your Path to Wealth

In just 15 minutes, we can get to know you — and connect you with an advisor who can help.

Schedule a Call