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Wealth Services

Two individuals in a discovery meeting about financial goals.

Estate Planning

We provide estate services to help you protect and preserve your assets for future generations. Our team of financial consultants will work with you to help meet your unique needs and goals.

Investment review among clients.

Investment Management

Our investment management services are designed to seek appropriate returns relative to risk. We offer a range of investment options, including stocks, bonds, ETF's and mutual funds, to help you achieve your financial goals.

Individual planning for retirement.

Retirement Planning

Planning for retirement can be daunting, but our team is here to help. We offer comprehensive retirement services to help you prepare for a secure and comfortable retirement.

Tailored wealth management for business.

Tailored Wealth Management

At Wealthlynk Inc., we understand that every client is unique. That's why we offer tailored wealth management solutions to help you achieve your financial goals. Whether you're planning for retirement, saving for your children's education, or building your wealth, we're here to help.

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  • Notice at Collection (California): We collect the personal information you provide to contact you, schedule consultations, and deliver advisory services.

  • Categories collected: identifiers (name, email, phone), professional info, message details; optional financial profile info if provided.

  • Purposes: respond to inquiries, provide service information, schedule meetings, site analytics.

  • Retention: kept as needed for the purpose collected and legal/recordkeeping obligations.

  • Sale/Share: We do not sell or share personal information as defined by CPRA. If that changes, we will update this notice and provide opt‑out choices.

  • Your rights (CA): know, delete, correct, limit sensitive PI. Exercise rights via, julia.routh@wealthlynk.com, or (760) 621-4471. We honor Global Privacy Control (GPC) signals.

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WEALTHLYNK INC.

1615 South Mission Road, Suite A

Fallbrook, CA 92028

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© 2023 Wealthlynk Inc. All rights reserved.

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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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