WealthSource started with a simple premise:

To give clients access to unbiased financial advice.

It all began in 2009. In the midst of a major financial crisis, Bryan Sullivan walked away from his career at UBS to start Vellum Financial in San Luis Obispo, CA. That same year, Eric Patton and Jon Dubravac founded Avant-Garde Advisors in Centennial, CO.

Although the founders were separated by a thousand miles, they shared the same desire to put clients first. Their firms approached that goal from different angles. Vellum focused on building a team of “best-in-class” subject matter experts. Avant-Garde assembled a state-of-the-art technology stack to deliver exceptional client service — and to provide back office support to other advisors with a similar client-first philosophy.

As both firms grew, the founders stayed in touch to share their wins and challenges. Over time, they realized that they were better together. The new combined firm, WealthSource, was built on a solid foundation of Vellum’s investment and financial planning expertise, Avant-Garde’s state-of-the-art technology, and a joint commitment to do the best for every single client.

85

Over 85% Employee/Advisor Owned

34

34 Advisors

1.92B

1.92B Assets Under Management

5

5 Years Serving Clients as WealthSource

2099

2099 Client Families

*figures provided as of 12/31/21
TRANSFORMING FINANCIAL LIVES.
ONE FAMILY AT A TIME.

Our Core Values

Clients First

We were founded on the principle that people deserve financial advice that benefits them, not their financial advisor. Every aspect of our business is built around guiding you toward the financial security you long for.

Growth

We recognize that the world changes every day. We are committed to growing our team, our methods, our technology, and our understanding, to help you live a life of wealth — no matter what life throws at you.

Hard Work

The best things in life are worth fighting for, and that includes our clients’ prosperity. We work tirelessly to uncover and equip you with the best solutions you need to reach your goals.

Transparency

Your finances are your business (they just happen to be our business, too). We strive to include you in every step of our process to ensure you know and understand the choices you make.

WealthSource is guided by an experienced and passionate team that believes there’s a better way to deliver financial advice. These professionals share an unyielding commitment to offer more, learn more, and help our firm and our clients face the future with confidence.

Meet Our Team

Careers with WealthSource Partners

We are always looking for team members who will make us even better at what we do.

Explore Careers

Local Presence, National Reach

744 Horizon Ct, Ste 350 Grand Junction, CO 81506

970-263-5126 Meet Your Advisor

Doug started his career in the financial services industry in 1983 and has held the Chartered Financial Analyst designation since 1987. In 2005, Doug formed his own investment advisory firm, which, in 2013, merged into Avant-Garde Advisors, one of two companies that formed WealthSource Partners. Doug enjoys providing objective investment management and legacy planning advice.

Formerly a Portfolio Manager with Wells Fargo’s Private Asset Management group, Doug also managed fixed income portfolios for United Capital Management, a subsidiary of Norwest Bank Minnesota. Doug believes in active management, i.e., managing investment portfolio risk exposure based on what’s happening in the market now. “Volatility” creates risk and opportunity in the financial markets and Doug believes that being on the right side of volatility is the key to successful active management.

In addition to being a charter member of Grand Junction’s Horizon Sunrise Rotary Club, Doug has also sat on a number of boards in the Grand Valley, including the Colorado Mesa University Foundation (Past President), the Museum of Western Colorado, the ministry of Go-El, Caprock Academy’s Long-Term Planning Committee, Messiah Lutheran School’s Parent-Teacher League, and the Palisade High School Community Advisory Council. Doug is married to Chris, a D51 special education teacher and coordinator.

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

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DOUG MAY