A complete list of active advisors currently associated with InvestLinc Wealth Services
Warmer can help you find a great advisor at InvestLinc Wealth Services or one who fits your needs even better.
InvestLinc Wealth Services, LLC is a small, privately owned wealth management firm that manages roughly $115.6 million for about 145 clients and operates with two advisors. It provides discretionary and non‑discretionary portfolio management and financial planning to high‑net‑worth individuals, families, related businesses, trusts, foundations and other entities, including investment implementation, consolidated reporting, retirement and estate planning, tax management, family wealth mentoring, and college planning. The firm develops customized Investment Policy Statements and implements client portfolios using a mix of traditional and alternative asset classes, drawing on fundamental, technical and quantitative analysis and quarterly monitoring and rebalancing. It typically recommends custody at Charles Schwab and provides manager research and access to private investments while reporting both discretionary and non‑discretionary assets under management. Uncommonly for peers in its category, InvestLinc is affiliated through common ownership with a licensed insurance agency (InvestLinc Classic, Inc.), and several employees are licensed insurance producers who may receive commissions when insurance products are recommended; the firm discloses this conflict of interest and states clients are under no obligation to use affiliated services. The firm is also related to a property‑management company, has engaged a third‑party provider to monitor and file class‑action claims on behalf of clients, and recently restructured from a corporation to an LLC, each noted in its Form ADV disclosures.
To learn more about the advisors currently working at InvestLinc Wealth Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brea, CA
| 11
| |
Brea, CA
| 6
|
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