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ABOUT

Welcome to Wealthlynk Inc., your trusted financial consultant. Our team of experts 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.

OUR TEAM

At Wealthlynk Inc., we are experienced and passionate about helping our clients achieve their financial goals. Meet our team of experts below:

Senior Wealth Advisor

Scott Weber

CEO | President

Senior Wealth Advisor

Scott is a seasoned financial consultant with over 18 years of experience in the industry. 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.

Client Relations Manager

Julia Routh

Client Relations Manager

Julia has been living in Fallbrook for 19 years. 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.

 

18 years in 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.

CONTACT US

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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.

 

 

​Wealthlynk Inc. is a registered investment adviser located in Fallbrook, California. Wealthlynk Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Wealthlynk Inc. web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Wealthlynk Inc. web site on the Internet should not be construed by any consumer and/or prospective client as Wealthlynk Inc. solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Wealthlynk Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Wealthlynk Inc., please contact the state securities regulators for those states in which Wealthlynk Inc. maintains a registration filing. A copy of Wealthlynk Inc. current written disclosure statement discussing Wealthlynk Inc. business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Wealthlynk Inc. upon written request. Wealthlynk Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Wealthlynk Inc. web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.

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Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

 

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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