Your Financial Future.
Our Unwavering Focus.

Our financial advisor in Santa Maria, CA has 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 California and deliver investment management, financial planning, and retirement income planning services to local families.

Meet WealthSource in Santa Maria, CA

Adriane is the Advisor Support Specialist in our Santa Maria office. She joined WealthSource in 2018 after having previously worked for another financial advisor as well as various CPA firms. Adriane has a strong administrative background, which includes experience in managing payroll, human resources, tax preparation and bookkeeping, as well as knowledge and experience in the financial services industry. Adriane’s friendly personality and contagious smile contribute to the closeness and comfort that our clients feel.

When Adriane is not working, she loves spending time with her grandkids, Michael Jr. & Noah, camping, being at the beach, or watching the Los Angeles Dodgers!

ADRIANE MENDEZ

Advisor Support Specialist

Wes became a Private Wealth Advisor of WealthSource Partners in 2016. Immediately prior, Wes was a Registered Representative at Wells Fargo Advisors. Wes started his financial services career in June of 1999 at Morgan Stanley Dean Witter Inc. and in August of 2005, left to join A.G. Edwards & Sons, which after several acquisitions became Wells Fargo Advisors. Wes attended Allan Hancock College.

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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.

WES BROWN

Private Wealth Advisor

CFP®

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 Santa Maria 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.

WealthSource Private Client

Financial complexity calls for sophisticated solutions. We work closely with you to develop a framework around your entire wealth enterprise. Our comprehensive approach is designed to encompass investment management, estate and tax planning, philanthropy, liquidity, and risk management.

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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