Financial management services, retirement planning, financial services.

The Client Experience

Our ideal client values collaboration and recognizes the power of having a dedicated team of financial professionals by their side. They seek more than just advice and don’t want to navigate the investment world alone—they want a personalized plan that aligns with their goals, values, and aspirations.

ABOUT WEALTHLYNK INC.

At Wealthlynk Inc., we are dedicated to helping our clients achieve their financial goals. Our team of experienced financial consultants provide personalized and comprehensive financial services. We believe in a holistic approach to finance that takes into account your lifestyle and unique circumstances. Contact us to learn more about how we can help you achieve your financial goals.

About Wealthlynk Inc.

The Power Behind Wealthlynk Inc. Click Here

Looking to brighten someone’s day in Fallbrook? Fallbrook Florist has you covered! They create gorgeous, fresh arrangements tailored to your occasion and deliver them with a smile. Whether it’s a birthday, celebration, or “just because,” they’ll help you make it unforgettable.

#fallbrookflorist #wealthlynk #friendsoffallbrook

Planning for Retirement Shouldn't Be Stressful—It Should Be Empowering (and maybe even fun!)

Our retirement plan service offers straightforward answers and practical steps to help you reach your financial goals—at no cost to you.

You'll have the chance to ask questions about your full financial picture so you can feel confident you’re taking a big-picture approach to your financial well-being.

One client recently told us, “This is fun!”
Let’s make it fun for you, too.

Call us today to get started: 760-621-4471

Ron was preparing to sell his business and knew there could be a major tax hit coming. That’s when we stepped in and teamed up with his local CPA to create a strategic plan—together, we navigated the sale in a way that helped reduce the tax burden and set Ron up for long-term success.

Now, he can rest easy and enjoy the fruits of his labor—without the financial stress.

Have a big life change coming? Let’s build your strategy together.
📞 760-621-4471 | Courtesy consultations available

Happy Anniversary Wealthlynk ‼️

Wealthlynk was born out of a passion to help people feel confident and empowered on their financial journey. What started as a dream has grown into a trusted hub where clients find guidance, connection, and peace of mind.

From retirement planning to investment rollovers to navigating life’s unexpected moments—we’ve been honored to walk alongside so many of you.

Thank you to our amazing clients, partners, and community for your support, trust, and referrals. We couldn’t have done it without you!

Here’s to continuing to grow, serve, and make a difference—together. 💙

#wealthlynk #anniversary #friendsoffallbrook #FallbrookChamberOfCommerce

Retirement Is Meant to Be Enjoyed!

Whether you're into pickleball, traveling the world, or simply relaxing at home with Netflix, we're here to help make sure your finances support the lifestyle you love.

Let us guide you on your financial journey—so you can focus on what matters most.

Call us today for a courtesy consultation: 760-621-4471- you won’t be sorry!

Helping Javier Find Clarity and Confidence

We recently met Javier, a new client who had just lost his wife of 33 years. She had always taken care of their finances—paying the bills, managing their 401(k)s, and keeping everything organized. After her passing, Javier was overwhelmed and unsure of how to move forward, especially with their retirement accounts still sitting with old employers.

He couldn’t get clear answers, and the endless 800 numbers only added to the stress. That’s where we came in.

We helped Javier take control of his financial future by rolling the old 401(k)s into IRAs and creating a personalized plan tailored to his needs. Now, instead of calling strangers, he has a trusted team in his corner.

If you or someone you love needs help navigating life’s financial transitions, give us a call. We’re here to support you every step of the way. 760-621-4471

Shout-Out to the Foundation for Senior Care 💙

We’re so grateful for the Foundation for Senior Care, a non-profit organization right here in the heart of Fallbrook. They do so much for our senior community- from providing transportation to appointments, grocery delivery, housing assistance, and educational resources, to offering free medical equipment rentals and even an adult day care program.

Their compassion and dedication to supporting seniors is truly inspiring. Thank you for all that you do to make a difference in the lives of so many. We’re proud to support and celebrate your work!

#foundationforseniorcare #fallbrookcalifornia #friendsoffallbrook #FallbrookChamberOfCommerce #wealthkynk

💎 Local Spotlight: The Jewelry Connection –

How many of you have been into The Jewelry Connection? This may be one of Fallbrook’s longest-standing merchants, and for good reason—they seem to do it all!

Whether you need a repair, want to customize a sentimental piece, or just want a free polish on your favorite jewelry, they’ve got you covered.

Don’t forget to browse their vintage and eclectic collection—you’ll feel like you’ve stepped back in time.

The small-town hospitality here is real: friendly, knowledgeable, and always eager to please.

#fallbrook #jewelryconnection #wealthlynk #shoplocal #fallbrookchamberofcommerce #friendsofallbrook

Welcome to Fallbrook, “Mark” & “Cindy”! (Names changed for privacy)

Mark and Cindy recently made the move to our beautiful rural community, newly retired and ready to enjoy the next chapter of life. Like many new retirees, they had retirement funds scattered across a few former employers and were feeling overwhelmed by the complexities of transferring accounts, planning their allocations, and creating an income stream beyond Social Security.

That’s where we came in.

We sat down with them, got to know their goals, and formulated a clear plan to simplify their financial life. We took care of the heavy lifting—consolidating accounts, designing an income strategy, and making sure everything aligned with their long-term vision.

Now, Mark and Cindy can focus on what matters most: discovering all the charm Fallbrook has to offer and enjoying their retirement with confidence.

✨ Helping good people build strong financial foundations—that’s what we love to do.

#wealthkynk #fallbrook #bonsall #supportlocal #FallbrookChamberOfCommerce #friendsoffallbrook

Local Spotlight: Thai Thai Restaurant

Not sure who’s had the chance to try Thai Thai, but if you haven’t—you’re missing out! The flavors are rich, bold, and absolutely delicious.

This right here is the cashew chicken, and it hits all the right notes—perfect balance of savory, a little sweet, and full of texture.

Bonus? They offer a weekly lunch special that’s not hard on the wallet. Great food, great value, and great people.

Support local and treat yourself—you’ll be glad you did!

#MerchantMonday #fallbrookcalifornia

Local Gem Alert!

If you want to experience the true meaning of small-town hospitality, look no further than Java Time. Not only is the coffee amazing, but the team remembers your order, greets you with a smile, and always keeps things quick and efficient.

And if you bring your pups? Don’t be surprised if they get a little treat of their own—because yes, they even spoil the dogs! 🐶💛

Support local. Sip happy. You’ll be glad you stopped in!

#wealthlynk #javatime #friendsoffallbrook #fallbrookchamberofcommerce #merchantmondays #supportlocal

Happy 4th of July from all of us at Wealthlynk!

Today, we celebrate the freedom, resilience, and opportunity that define our nation. As you enjoy time with family and friends, fireworks, and summer traditions, we’re reminded how grateful we are to live, work, and dream in a country built on independence.

Wishing you a safe, joyful, and meaningful Independence Day!

#HappyFourth #IndependenceDay #FreedomToPlan #WealthlynkCares

"More Than Just Numbers"

Looking for more than a once-a-year check-in with your advisor?
At Wealthlynk, we believe financial planning is a partnership—not a transaction. That’s why we meet with our clients quarterly to stay connected, make timely adjustments, and ensure your plan evolves with your life.

We take the time to understand what matters most to you, then build a strategy that reflects your goals and values.

Let’s plan together, not apart. 760-621-4471

#wealthlynk #fallbrook k #bonsall #fallbrookchamberofcommerce #Friendsofallbrook

Shout-out to E-Bike A Go-Go!

Who else has had the pleasure of doing business with this awesome local shop? If you're in the market for an electric bike, this is the place to go!

The owner, Ed, is incredibly knowledgeable, friendly, and genuinely helpful. He even graciously helped with a repair after my kid put our new bike through a bit of chaos the first weekend!

Highly recommend E-Bike A Go-Go for all your e-bike needs! Support local, and ride happy!

#ShopLocal #EBikeAGoGo #EBikeLife #Fallbrook #Fallbrookchamberofcommerce

Feeling uncertain about your retirement plans?

Let us help you uncover clear, effective strategies to protect what matters most as you approach retirement.

We take the time to sit down with you in a relaxed, comfortable setting to truly understand your priorities—then tailor a plan that aligns with your goals.

Because your goals are our goals.

Call today 760-621-4471

#wealthkynk #hereforyou #fallbrookchamberofcommerce #friendsoffallbrook #fallbrook #retirmentplanning

Money Rule: “If you don’t schedule your money, it will schedule you.”

Want to feel more in control of your finances? Start giving every dollar a purpose—save, invest, spend with intention. We can help you build a plan that puts you back in charge.

#moneyrule #wealthlynk #financialfreedom

Our clients are still talking about this unforgettable evening! There was a definite buzz of fun in the air, and we can’t thank Fallbrook Mission Theater , Boardeaux Buggy, @heritage_law_group, and The Killer Dueling Pianos enough for setting the tone for such a fantastic night.

#ClientAppreciation #wealthlynk #fallbrookchamberofcommerce #friendsoffallbrook

Meet Scott Weber – Financial Advisor & CEO at Wealthlynk Inc.

Scott Weber is a financial advisor and Chief Executive Officer at Wealthlynk Inc. As a fiduciary, Scott is committed to acting in each client’s best interest in accordance with applicable laws and regulations.

With extensive experience in the financial services industry, Scott has worked with many individuals on retirement planning, wealth management, and strategies to help manage their retirement income.

Whether you are beginning to consider retirement or seeking to review your current plan, Scott is available to discuss your financial goals and options.
Contact us to schedule a consultation and learn more about our retirement planning services.

#wealthlynk #retirementplanning #fiduciaryadvisor #friendsoffallbrook #fallbrookchamberofcommerce #fallbrookmissiontheater

Today, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our freedom.

Their courage, dedication, and love for our country will never be forgotten.

From all of us at Wealthlynk Inc., we express our deepest gratitude.

Freedom isn’t free — and today, we remember why.

Shoutout to the Fallbrook Mission Theatre!

How many of you have had the joy of visiting the Fallbrook Mission Theatre? This local gem has been part of the community since 1948, and it holds so many special memories for all of us who’ve attended events there over the years.

It’s a timeless classic—a place where laughter, music, and community come together. Whether it's a live show, a movie night, or a special gathering, the Mission Theatre continues to bring joy and connection to Fallbrook. We urge you to check out this magical theatre.

#Wealthlynk #friendsoffallbrook #fallbrookchamberofcommerce #fallbrookmissiontheater

Wondering When You Can Retire?

Do questions like “When can I retire?” or “Will I have enough to maintain my lifestyle?” keep popping into your mind?

Let us take the guesswork out of it. We’ll do the heavy lifting and help you create a personalized plan for your future.

We love partnering with our clients to bring clarity and confidence to their retirement goals. Call us today to schedule your courtesy retirement analysis — your future self will thank you.

#RetirementPlanning #financialconfidence #wealthlynk #PlanForTomorrow #fallbrookchamberofcommerce

The world doesn’t need another copy.
It needs your truth, your voice, your spark.

#wisdomwednesday #wealthlynk

🌸 Happy Mother’s Day from Wealthlynk! 🌸
Today we celebrate the strength, wisdom, and love that mothers bring into the world and into our lives. Whether you're a mom, have a mom, or are remembering a mom—your role in building strong families and futures is immeasurable.

Here's to the planners, nurturers, and fierce protectors of what matters most. We see you. We honor you. We thank you.

Local Spotlight: Myrtle Creek Vineyard

How many of you have had the luxury of visiting this charming boutique winery? If not, you're missing out!

The team at Myrtle Creek Vineyard is warm and welcoming—and they share their passion, expertise, and enthusiasm with every pour. Whether you're a wine novice or a seasoned sipper, you're bound to discover something you love.

Why not plan a visit and find your perfect wine?

1600 Via Vista Fallbrook, CA

#fallbrookchamberofcommerce #winery #fallbrook #supportlocal #myrtlecreekwinery

Meet Sarah, a savvy investor who made a smart move in 1980. She invested $10,000 in the S&P 500 and stayed put through March 31, 2025.

Her investment? Worth an impressive $1,635,083!

But here's a crucial insight: if she missed just the 5 best days during that time, her returns would be significantly lower - $1,013,782 to be exact.

That's over half a million dollars left on the table! 🤯

The truth is, some of these high-performing days happened after turbulent times like Black Monday '87, the tech bubble burst, or even COVID-19-related market drops.

Want personalized advice for navigating volatile markets?
Call us at 760-621-4471 today.

#FallbrookChamberOfCommerce #friendsoffallbrook

We hope you will join us at the First Annual Senior Resource Fair this upcoming Thursday! We look forward to seeing you there.

Happy Easter from all of us at Wealthlynk!

As we celebrate this season of renewal and hope, we’re reminded of the importance of growth—in life, in relationships, and in financial planning.

Wishing you and your loved ones a joyful Easter filled with peace, gratitude, and fresh beginnings.

Here’s to brighter days ahead and the continued journey toward your financial goals.

– The Wealthlynk Team

Lets turn your financial aspirations into reality. Schedule a consultation today and take the first step toward a stronger financial future!
760-621-4471

Our ideal client values collaboration and recognizes the power of having a dedicated team of financial professionals by their side. They seek more than just advice- they want a personalized plan that aligns with their goals, values, and aspirations. Please call us at 760-621-4471 to schedule a meeting.

Our ideal client values collaboration and recognizes the power of having a dedicated team of financial professions by their side. They seek more than just advice- they want a personalized plan that aligns with their goals, values and aspirations. Please call to schedule a meeting. 760-621-4471

Today, we honor the leaders who have shaped our nation and the values of strength, resilience, and vision that continue to inspire us. Wishing you a wonderful President’s Day!

Show Your Love with a Wealth Plan!

This Valentine’s Day, chocolates and roses are great—but true love is making sure your family’s financial future is secure.

A solid wealth management plan is one of the best ways to show you care. Whether it’s:
- Creating an estate plan that secures their future
-Growing investments that build long-term wealth

Planning ahead means peace of mind for you and security for those you love. Let’s create a financial strategy that says “I love you” for generations to come. 760-621-4471

🎁 Start the New Year with a Plan! 🎁

What could be a better way to start the new year than the peace of mind that comes with a solid financial plan?

We’re now scheduling appointments for a complimentary analysis of your financial plan. Let us help you enter the new year feeling confident about your future!

📅 Schedule your courtesy consultation today.
Give yourself the gift of clarity, security, and a plan for success.

Reach out to book your appointment—we’d love to help you make 2025 your best year yet! 760-621-4471

Happy New Year to you and your family. May this next year bring love and laughter, we are thrilled to take on 2025 with you!

Thank you to everyone who participated in our first annual pie event! It was such a joy to see so many of you come in, and the energy in the office that day was truly unforgettable. Over 60 pies were handed out, and the buzz of laughter, conversation, and connection filled the air.
We never take for granted how blessed we are to have each and every one of you as part of the Wealthlynk family. Your support means the world to us, and events like this remind us why we love what we do.

CLIENT SPOTLIGHT

We recently had the pleasure of welcoming a wonderful client who just turned 65 and is beginning her retirement journey! She came to Wealthlynk Inc. for retirement planning and took another important step by meeting with Lisa Whitley (Whitley Insurance Solutions), to discuss Medicare options. With all the uncertainty that can come with retirement and healthcare decisions, she left feeling fully supported and relieved, knowing her needs were in capable hands.

At Wealthlynk, we're here to help you transition confidently into this new chapter. Thank you for trusting us to guide you! 💼❤️ #Wealthlynk #RetirementPlanning #MedicareSupport #HereForYou#LisaWhitley

This holiday season, we want to take a moment to say how truly grateful we are for you. Your trust and support mean everything to us, and we feel honored to be part of your journey.

As we reflect on the year, we’re reminded of how lucky we are to work with such incredible clients. Thank you for allowing us to do what we love every day.

Wishing you and your loved ones a Thanksgiving filled with joy, warmth, and gratitude.

At Wealthlynk Inc., safeguarding your financial future is our top priority. With increasing reports of scams and fraudulent activities, it's essential to stay informed and vigilant. Here are a few tips to help you protect yourself from financial fraud:

Verify Before You Share: Never share personal information like your Social Security number, account details, or passwords. Company’s will not as for this information. You can always call a company’s common number to confirm their legitimacy.

Monitor Your Accounts: Regularly review your bank and credit card statements for suspicious transactions. Early detection is key!

Beware of Unsolicited Offers: Scammers often use high-pressure tactics or “too good to be true” offers to lure victims. Always verify the source before responding.

Report Suspicious Activity: If something doesn’t feel right, don’t hesitate—report it to your bank, credit agency, or local authorities.

Your financial safety is important. Be alert, be aware, and take action if needed! 💼💡

When it comes to securing your financial future and protecting your loved ones, two key elements often get overlooked: naming beneficiaries on your accounts and setting up a trust.

Here's why both are crucial:

1️⃣ Naming Beneficiaries on Accounts:
Avoid Probate: Designating beneficiaries on your retirement, investment, and insurance accounts allows assets to bypass the court process, ensuring quick access for your loved ones.
Clear Asset Distribution: You ensure your money is passed directly to the people you choose, minimizing confusion and potential disputes.
Family Peace of Mind: This small step reduces the emotional and financial stress on your family during difficult times.

2️⃣ Establishing a Trust:
Control and Flexibility: A trust allows you to specify how and when your assets are distributed, giving you more control over your legacy, especially in complex family situations.
Protect Vulnerable Beneficiaries: If you have minors or dependents with special needs, a trust ensures they are taken care of without risking mismanagement of the assets.
Together, beneficiaries and trusts provide a solid foundation for your estate plan, ensuring that your wealth is distributed efficiently and according to your wishes.

Need guidance on the best approach for your estate? Let’s talk! We're here to help.

As we approach Indigenous Peoples' Day, we honor and celebrate the rich cultures, histories, and contributions of Indigenous communities. It’s a day to reflect on the strength and resilience of the First Nations, Native Americans, and Indigenous peoples across the world, as well as the enduring impact they’ve made in shaping our society.

At Wealthlynk Inc., we believe in the importance of uplifting and supporting Indigenous voices and causes, not just today, but every day. Let's continue to learn, listen, and stand in solidarity with Indigenous communities as we work toward a more inclusive and respectful future for all.

Come and join us for our ribbon cutting for Colleen Robinson ESQ, Landon Rainwater, and Robinson! This is a great opportunity to meet everyone that is a part of the Wealthlynk financial hub. We look forward to celebrating with you!

At Wealthlynk, we believe every family deserves a secure financial future. Recently, a hardworking family with a vision came to us to retire comfortably, They wanted to provide a legacy for their children, however, they were overwhelmed by the complexities of managing investments and navigating estate planning.
That's where we came in. Our comprehensive approach to wealth management brought together a team of experts:

Investment Advisor: Scott Weber, crafted a diversified investment portfolio that aligned with their risk tolerance and long-term goals.

Trust Attorney: Colleen Robinson, established a trust to protect their assets and ensure a smooth transfer of wealth to their children.

Are you ready to create your own success story? Our team is here to help you achieve your financial goals and secure your family’s future.

Let us help you achieve your financial goals. Complimentary and customized retirement review and financial plan. It’s time to find out if you are on track, we are here for you. Give us a call at 760-621-4471.
-Scott Weber & Julia Routh

Just as a reminder, we have this class being held on Monday. We hope to see you there!

Please join us at the Fallbrook Senior Center for a educational and informative seminar. We’d love to see you there!

What a year we have had! Today marks a significant milestone for us, it is our 1st business anniversary. This has been a year full of hard work, daily learnings, and dedication. We have had an unwavering support from our amazing customers and we will be forever grateful for all of you. Over the past year, we moved from our 2 office building to a 6 office building. With this move, we have expanded our service platform with other professionals for our clients, creating a ‘financial hub’. We couldn't have reached this milestone without each and every one of you. Your trust and support have been the driving force behind our success, and we are deeply grateful!

Do you have a plan for retirement? A goal without a plan is just a wish. Let’s make your goals a reality. What we will do is work with you on your plan, it does not feel like work as we love what we do. Please call to start this process 760-621-4471.

Do the unknowns of retirement keep you up at night? Imagine retiring with confidence, enjoying your life, and leaving that uneasy feeling for us to figure out. We want to help you stop worrying and start to enjoy retiring. Please call us at 760-621-4471 to start your complimentary planning process.

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