Your Financial Future.
Our Unwavering Focus.

Our financial advisors in Montrose, 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 the WealthSource Team in Montrose, CO

Bob has worked in Financial Services since 1985. He has Bachelor's and Master's degrees from Colorado State University and is a Certified Financial Planner. The majority of his work history involves managing relationships for a large Private Bank, helping families grow, protect, manage, and transfer their wealth.

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


Wealth Advisor


Lori Ready is a Client Relationship Associate with WealthSource. She is passionate about client service and support and is dedicated to providing clients with a level of service that exceeds their expectations. Lori brings years of knowledge and experience to WealthSource, which began when she earned a Bachelor of Science Degree from Colorado State University in Agricultural Industries Management, which, in turn, sparked an extensive career in Business Banking, Private Banking, and Financial Services.

Lori and her husband are long-standing residents of Montrose and have been blessed to raise their two children in its amazing community.


Client Relationship Associate

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

Where Service Meets Value

The WealthSource advisor in Montrose 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.

Portfolio 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.

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