Unclaimed brand
Wealthlynk Inc. Specializes in financial services, retirement planning, tax and legacy strategies.
Liking this brand profile? Share this page


Hex Code
Color name
RGB
HSL
CMYK
#959595
Dusty Gray
149, 149, 149
0, 0, 58
0, 0, 0, 42
#EAEFFF
Zircon
234, 239, 255
226, 100, 96
8, 6, 0, 0
#566900
Verdun Green
86, 105, 0
71, 100, 21
18, 0, 100, 59
Wealthlynk Inc. is an investment adviser based in Fallbrook, California, serving clients in jurisdictions where it is appropriately registered, notice-filed, or exempt. The firm focuses on personalized financial guidance and a collaborative client experience, helping individuals and families build plans around their goals, values, lifestyles, and circumstances.
Its services include investment management and retirement planning, with an emphasis on retirement income decisions. Wealthlynk also addresses tax and legacy strategies, including beneficiary considerations and coordination between financial and estate planning. The firm presents its approach as holistic and encourages clients to work with a dedicated financial professional rather than navigate investment decisions alone.
Client accounts are typically held with Altruist Financial LLC, Wealthlynk’s preferred independent custodian, though clients may choose another qualified custodian. Wealthlynk provides educational resources and invites prospective clients to book a consultation. Its website notes that general information is not individualized investment, tax, or legal advice, and that investing involves risk, including possible loss of principal
Brand industry
Finance
Company type
Suggest company type
Year founded
Suggest founded year
Company size
Suggest company size
How do I download the Wealthlynk logo?
The Wealthlynk logo comes in two versions: a logo and an icon. Download as transparent PNG or JPEG.
What are Wealthlynk's brand colors?
The Wealthlynk color palette uses the hex codes #959595, #EAEFFF and #566900.
The Wealthlynk name, logos and brand assets are trademarks of Wealthlynk and its affiliates. Brandfetch isn't affiliated with or endorsed by Wealthlynk. Their use is subject to Wealthlynk's brand guidelines.