Worldsource Wealth Management

Trish Nielsen
Head of Partnerships & Business Development

For over three decades, Worldsource has been providing entrepreneurial investment Advisors and financial organizations with expansive dealership services, sound governance and innovative solutions. Our focus on partnership, community and integrity has been instrumental in driving our long-term relationships. With a comprehensive suite of offerings, backed by a steadfast commitment of support, we allow you to customize and deliver the tailored wealth management solutions your clients and members need to achieve their financial goals. Ultimately, our partners’ success drives our strategy and we believe in enriching lives together.