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THE TEAM

At Wealthlynk Inc., we are experienced and passionate about helping our clients achieve their financial goals.

Meet our team:

Scott Weber - CEO and founder of Wealthlynk, Inc.

Scott Weber

CEO | President

Senior Wealth Advisor

Scott is a seasoned financial consultant starting his career in 2004. He founded Wealthlynk Inc. with the goal of providing clients with personalized financial solutions that help them achieve their financial goals. Scott is committed to providing exceptional service and building long-lasting relationships with his clients. 

 

Scott married his best friend, and now wife, Tracy in 2001.  In fact, they were married right down the road at The Grand Tradition.  They lived in Fallbrook for a few years behind Mrytle Creek Nursery.  With their expanding family of four kids, they decided to move to Temecula with the schools in walking distance from their home.  In down time, they enjoy camping, beach life and the continual travel to the many sporting activities of the kids - baseball, football, basketball, lacrosse and cheer.

Julia Routh - Client relations manager at Wealthlynk, Inc.

Julia Routh

Client Relations Manager

Julia has been living in Fallbrook since 2004. She loves our friendly village and all of its character. You will see her frequent many locations in Fallbrook from eateries, wineries, friends' homes, The Avocado Festival, and The Christmas parade to name a few. In her spare time, she enjoys adventuring and visiting new places. Her family are jeep enthusiasts and find it neat to be able to explore where many cannot go. She personally enjoys being behind the wheel and loves the challenge it brings.

A fast changing financial industry has taught her a lot. Julia has an extensive background in business and consumer banking, lending and additional areas of elevated relationship management. She gets complete satisfaction out of helping in the community.

She values and appreciates all of our customers support and loyalty in this next chapter.

Who We Are

Welcome to Wealthlynk Inc., your trusted financial consultant. Our team is dedicated to providing you with the best estate planning, investment management, retirement planning, tailored wealth management, financial goals, and lifestyle services. We understand that every client is unique which is why we tailor our services to your specific needs. Our goal is to help you grow and protect your wealth, so you can focus on the things that matter most to you. Contact us today to schedule a consultation.

Financial planning meeting.

CONTACT US

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Important Website Disclosure

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Wealthlynk, Inc. is a state‑registered investment adviser located in Fallbrook, California. Registration with the California Department of Financial Protection and Innovation does not imply a certain level of skill or training.

 

Client accounts are held at Altruist Financial LLC, Member FINRA/SIPC.

 

Wealthlynk, Inc. is independently owned and not affiliated with Altruist.

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Wealthlynk, Inc. provides advisory services only to residents of jurisdictions where we are appropriately registered, notice‑filed, or otherwise exempt from registration. This website is intended solely to provide general information about our services and to offer access to additional investment‑related resources. Nothing on this site should be interpreted as a solicitation to effect securities transactions or as the rendering of personalized investment advice for compensation over the Internet.

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Any subsequent, direct communication with a prospective client will be conducted by a representative who is properly registered, notice‑filed, or exempt in the state in which the prospective client resides. Information about Wealthlynk, Inc.’s registration status and disciplinary history is available from state securities regulators and on the Investment Adviser Public Disclosure (IAPD) website. Our current Form CRS and Form ADV Part 2 (Firm Brochure and Brochure Supplement) are available upon request.

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Third‑party information and external links are provided for convenience and educational purposes only. Wealthlynk, Inc. does not guarantee the accuracy, completeness, timeliness, or suitability of information prepared by unaffiliated third parties and assumes no responsibility for any such content.

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This material is for educational and informational purposes only and should not be construed as individualized investment, tax, or legal advice. You should consult a qualified financial, tax, or legal professional regarding your unique circumstances before making any decision. Nothing herein constitutes an offer to sell or a solicitation of an offer to buy any security or advisory service.

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References to performance, projections, or illustrative scenarios are historical or hypothetical and are not guarantees of future results. Investing involves risk, including the possible loss of principal. Account values fluctuate with market conditions, and securities, when sold, may be worth more or less than their original cost. Past performance does not guarantee future results.

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No investment strategy can guarantee success or eliminate the risk of loss.

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Investment and Insurance Products

| NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY GOVERNMENT AGENCY | NO BANK GUARANTEE | MAY LOSE VALUE |

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