The WealthSource planning process is built to give us a deep and meaningful understanding of you, your goals, and your finances. Whether you are planning for a second home, a new adventure, or retirement, we can help you make smart choices — and get there faster.
Some of the best things in life begin with a human-to-human connection. That is why the first thing we do is schedule a personal conversation.
Solid financial plans begin with setting the right goals. Are you planning to educate your children, retire, launch a business, care for an aging loved one, buy a rental property, or rebuild your finances after a divorce? Every major life decision comes with rewards, challenges — and planning opportunities. Let our team guide the way.
Financial facts form the foundation of a solid plan. But if you are like most people, your financial life may not be in perfect order. That might mean dusty folders, forgotten passwords, missing account statements, perhaps even an orphaned 401(k) account or two. This is why we help you get organized first. Together, we will gather all the details to help ensure that the plan considers every relevant goal, timeline, and resource.
Once we have all the important details, our team of experienced financial planners, investment professionals, and researchers can get to work! The goal is to craft a financial plan and a portfolio that’s personal, comprehensive — and agile enough to handle future surprises.
The true value of any plan is in its disciplined execution. Whether you need a tax reduction strategy, a rebalanced portfolio, or new estate documents, we begin by defining specific next steps based on urgency and priority. Our goal is to capture time-sensitive opportunities — and to help you make steady progress toward getting your financial life in order.
Just-in-time answers to your questions between scheduled meetings
Behind-the-scenes continuous monitoring of account activity
Refine the plan to ensure your resources are aligned with your goals
Re-assess your goals, resources, income streams, timelines, and options
Scott McManus joined WealthSource in 2021 as an Independent Wealth Advisor. Scott started his financial career as a staff accountant with Windes & McClaughry in 1988 and became a Certified Public Accountant in 1990. After three years in Baja California as a contractor and seven years in Central Oregon as a ranch manager, Scott restarted his financial career at Edward Jones in 2000 where he served as a financial advisor for over 20 years. Scott became a Certified Financial Planner™ practitioner in 2011. He graduated from the California Polytechnic State University San Luis Obispo in 1987 with a B.S. degree in business administration and a concentration in finance. Scott is an active participant in the Rotary Club of Cayucos and the Lions Club of Cayucos. He stays busy with his son and daughter and enjoys the ocean sports of surfing and wing foiling.
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.
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.
All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”). Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource. Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource. WealthSource is not a law firm and does not provide legal advice. You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.