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


Discover portfolio management with WealthSource

Sausalito, CA 94965

415-558-6768 Meet Your Advisor

Laura began her career in Wealth Management in 1994 at a growing San Francisco firm where she was a key contributor in the firm’s growth during her thirteen-year tenure.  Following the birth of her first child, Laura found that her passion for this industry was truly sparked by helping women understand, grow and feel secure and empowered about their finances.  To that end, in 2007, she joined a firm who shared her same desire to work with women and families who keep women part of the conversation.  

Laura has shepherded her clients through up and down-market cycles, by working with her clients to understand what is important to each individual and setting a unique roadmap to weather storms and reach success.  She has always been an avid fiduciary for her clients and joined WealthSource in May of 2022 in search of the most comprehensive solutions and a service model that puts clients first.

Laura is a graduate of the University of California at Davis and holds the Certified Financial Planner certification.  She is a longtime member of the Sausalito Women’s Club and has sat on various boards and subcommittees to support the SWC’s philanthropic efforts to provide scholarships for deserving students residing in the Sausalito Marin City School District and to preserve the Julia Morgan clubhouse, a historical landmark.  Laura resides in Sausalito, CA with her husband and two children where her free time is spent boating with her family and friends and cheering on her kids in all of their various endeavors.  


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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.