# Wealthlynk

- **Website:** <https://wealthlynk.com>
- **Primary alias:** `wealthlynk.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/RetireFallbrook)
- [instagram](https://instagram.com/wealthlynk)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idZwBoBqie/w/831/h/221/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792304055845)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idZwBoBqie/w/1279/h/1279/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792304056171)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Verdun Green | #566900 | dark |
| Zircon | #eaefff | light |
| Dusty Gray | #959595 | accent |

## Fonts

- Arial — asset _(custom)_
- roboto-bold — asset _(custom)_

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_Source: <https://brandfetch.com/wealthlynk.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._