We believe in investing for life.

Discover customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your investment expenses and taxes.

Human insight powered by technology

Every investment recommendation starts with understanding your goals, time horizon, and comfort with risk. Our aim is to craft a customized portfolio to help you get further in achieving your goals.

Tax-smart portfolio management

Left unmanaged, taxes can potentially erode your investment gains and compromise progress toward your goals. This is why at WealthSource, we consider taxes as an integral part of investment advice. Our advisors can design low-cost, tax-efficient portfolios to help you keep more of what you make.

Dedicated Investment Team

WealthSource seeks out the world’s most sophisticated investment solutions to provide institutional quality services to private investors. Our dedicated Investment Team performs due diligence on, curates, and customizes investment strategies — so that you have the tools you need to adapt to the ever-changing financial landscape.

Our investment philosophy is built upon three pillars

Global Opportunities

Risk Efficient Return

Personalization

Discover portfolio management with WealthSource

Aurora, CO 80015

303-875-8730 Meet Your Advisor

Amy joined WealthSource Partners in February of 2016 as an Independent Wealth Advisor.  Amy started her financial services career in December of 1998 at Marathon Investment Management, Inc. where she worked as a Financial Planner until December of 2015.  Prior to her departure, Amy formed her own investment advisory firm, A.M. Financial for which she served as the Managing Member.  Amy graduated from the Metropolitan State University of Denver in 2005, where she obtained her Bachelors of Science Degree in Finance, and shortly thereafter became a Certified Financial Planner™ in 2006.  After experiencing a divorce first hand, she subsequently earned her Certified Divorce Financial Analyst designation in order to offer a thorough evaluation in the unique, complex and underserved field of divorce settlement planning.

Amy is an active member of the Financial Planning Association and the Colorado Collaborative Divorce Professionals organization and regularly attends meetings of the Colorado Bar Association and the Colorado Women’s Bar Association (she is not a licensed attorney and does not provide legal advice).

Amy stays busy when away from work spending time with her three children and all the beauty and activities Colorado has to offer.

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.

Divorce financial and/or transition services offered through A.M. Financial. WealthSource does not offer or provide divorce financial and/or transition services. A.M. Financial and WealthSource are independent and unaffiliated entities.

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AMY MAHLEN

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.