Retire Fallbrook

At Wealthlynk, we believe every family deserves a secure financial future. Recently, a hardworking family with a vision came to us to retire comfortably, They wanted to provide a legacy for their children, however, they were overwhelmed by the complexities of managing investments and navigating estate planning.
That's where we came in. Our comprehensive approach to wealth management brought together a team of experts:

Investment Advisor: Scott Weber, crafted a diversified investment portfolio that aligned with their risk tolerance and long-term goals.

Trust Attorney: Colleen Robinson, established a trust to protect their assets and ensure a smooth transfer of wealth to their children.

Are you ready to create your own success story? Our team is here to help you achieve your financial goals and secure your family’s future.

We will never forget 9-11…. all the emotions of that day and the days to come are forever embedded in our minds. Let’s take a moment to remember the lives lost and the heroes that emerged. The pain of that day lingers in our hearts, but so does the strength, courage, and unity that we witnessed in the face of tragedy. Let us honor the memory of those we lost.

An exciting development for our local community, Wealthlynk Financial has expanded its services to a “Financial Hub,” bringing together a unique blend of financial expertise under one roof. This innovative business is designed to serve as a comprehensive financial hub, offering clients a seamless experience for all their wealth management needs. Wealthlynk distinguishes itself by integrating essential financial services, including wealth management with Scott Weber and Julia Routh, trust law with Colleen Robinson Esq., real estate with Dana Copeland, and mortgage services with Ryan Copeland.
1615 S. Mission Road, Suite A, Fallbrook
CA Insurance

Wealthlynk is now accepting new clients. For more information or to schedule a consultation, visit Wealthlynk.com. or call 760-621-447.

On this Labor Day, we like to take a moment to honor the dedication, hard work, and resilience of all workers. Whether on the front lines, or behind the scenes, your contributions are the backbone of our progress and success.

We at Wealthlynk recognize the value of every individual who helps us grow and achieve our goals. Thank you for your unwavering commitment and tireless efforts.

Wishing everyone a safe and restful Labor Day!

At Wealthlynk Inc., we specialize in Wealth Management Strategies, Legacy, and Retirement Planning! Contact us for a complimentary consultation at 760-621-4471 or book online at www.wealthlynk.com

Let us help you achieve your financial goals. Complimentary and customized retirement review and financial plan. It’s time to find out if you are on track, we are here for you. Give us a call at 760-621-4471.
-Scott Weber & Julia Routh

Just as a reminder, we have this class being held on Monday. We hope to see you there!

Please join us at the Fallbrook Senior Center for a educational and informative seminar. We’d love to see you there!

What a year we have had! Today marks a significant milestone for us, it is our 1st business anniversary. This has been a year full of hard work, daily learnings, and dedication. We have had an unwavering support from our amazing customers and we will be forever grateful for all of you. Over the past year, we moved from our 2 office building to a 6 office building. With this move, we have expanded our service platform with other professionals for our clients, creating a ‘financial hub’. We couldn't have reached this milestone without each and every one of you. Your trust and support have been the driving force behind our success, and we are deeply grateful!

Do you have a plan for retirement? A goal without a plan is just a wish. Let’s make your goals a reality. What we will do is work with you on your plan, it does not feel like work as we love what we do. Please call to start this process 760-621-4471.

Achieve Your Goals

Achieve Your Goals Follow the path to success.

Do the unknowns of retirement keep you up at night? Imagine retiring with confidence, enjoying your life, and leaving that uneasy feeling for us to figure out. We want to help you stop worrying and start to enjoy retirement. Please call us at 760-621-4471 to start your complimentary planning process.

Are you looking for the ultimate mortgage team? Welcome Dana and Ryan!

"We focus on the needs of our clients and will be there to address any questions and concerns during your purchase or refinance. Our business is about service. Therefore, we shepherd you through the entire process. Communication is key to our success.

Our goal is to achieve your complete satisfaction, As stated “IT’S ALL ABOUT YOU”. With that commitment in mind, we seek to gain your confidence in recommending us to your family and friends.

Price has its value, but service is priceless!"

Come on over and say hello!

Please welcome Colleen! Colleen graduated in 2009, and spent the next 13 years working in Family Law, where she has appeared in nearly every courthouse in Southern California. With her expanding family, Colleen decided to step away from the courtroom to focus on her favorite aspect of being a lawyer- creating personal relationships with her clients. She is now practicing Estate Planning, working alongside clients in protecting their families (and assets) from court and conflict and protecting their legacies. She strives to create a warm and inviting atmosphere to discuss topics that mean the most to her clients, which takes the fear out of planning for the future. Her plans are tailored to ensure their safety and planning for their successful futures. When she is not meeting with clients, she is engaged in her community and chasing around her three boys. We feel very privileged to get to share an office space with Colleen.

Today we celebrate the birth of our nation and the freedoms we get to enjoy. As we gather with family and friends, let's remember the courage and sacrifice of those who fought for our liberty. Enjoy the fireworks, BBQs, and festivities.

Happy 4th of July!

Happy 4th of July! Mid-2024, the U.S. stock market is experiencing a period of heightened volatility, driven by a combination of economic, geopolitical, and monetary policy factors. Concerns over inflation persist, although recent data suggests a potential stabilization. The Federal Reserve's interest rate policies re...

We have exciting news! We are moving into a bigger office to create a Financial Hub for our clients. We could not do it without all the support and loyalty we’ve had from our customers that are like family this past year. We can’t wait to see you in our new location!

How is your financial health? Just like going to the doctor, it is equally important to check in on your financial strategies. Come see us to get your comprehensive courtesy analysis of your financial holdings.

Happy Fathers Day to all of the dads out there! We hope you have an incredible weekend with your family.

We care about our customers. We prioritize your needs above everything and educate you along the planning process. Contact us today at 760-621-4471 for your complimentary review of your investment plan.

Retire Fallbrook Our goal is to help grow and protect your wealth, so you can focus on the things that matter most.

June Gloom

June Gloom Market noise - Stagflation, Hard Landing, Soft Landing, Elections and Fed keeping rates higher for longer. We are entering the halfway mark of 2024 - are you ready?

Many people wonder when the “right” time to start taking their social security benefits is. This is definitely part of your retirement puzzle, let us help you figure out this equation. Call today for a courtesy analysis. 760-621-4471

As you go about your day, please remember to reflect on the sacrifice of those that have given their lives in military service. May we never forget that freedom is not free.

Who is looking for some good old fashioned fun? The 57th Fallbrook Vintage Car Club’s show will be held Sunday, May 26th, in downtown Fallbrook. This year’s featured car is the “Decades of Ford’s”. We are thrilled to be able to help sponsor this activity.

Does the rising cost of goods and services have you concerned about your money? Are you considering retirement soon and worried about your money lasting? Let us take the guess work out of your future. Come sit with us and learn about our personalized approach for wealth management and feel confident that you can enjoy your retirement years.

We wanted to wish all the mothers, (and to anyone with a “mom role”), a very happy Mother’s Day. We know being a mom isn’t always easy, but we hope your day is full of great memories.

Moving money from one retirement account to another is known as a rollover. As you may have guessed, those transactions have rules. We are here to help you understand about rolling over your retirement funds, IRA rollover rules, and how to plan for retirement. When you leave an employer, you should not leave the funds with the old employer. -Scott Weber & Julia Routh

Thank you to everyone who attended our Wine, Wills and Wealth event. It was a fun and educational evening. Colleen Robinson from Landon, Rainwater, and Robinson presented some very important facts on the “why’s” for protecting your estate and then Scott Weber, our CEO/Financial Advisor, gave us some insights on the market. Thank you to Euan from Fallbrook Winery who came and shared their wine process. Please let us know when you’d like to come in and learn more about courtesy analysis program.