Your Financial Future.
Our Unwavering Focus.

Our financial advisor in Superior, CO 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 Colorado and deliver investment management, financial planning, and retirement income planning services to local families.

Meet the Superior WealthSource Team

Alan is a Private Wealth Advisor with WealthSource Partners. After a 20+ year career in the technology industry, Alan pursued his passion for investing by becoming a financial advisor in 2013. Over the past 25+ years, Alan has been a student of the markets, and currently works with individuals and families across the country, with a specialization in advising technology executives.

ALAN GOODMAN

Private Wealth Advisor

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

Where Service Meets Value

The Superior WealthSource team 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.

Portfolio Management

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.

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