What We Do

The Wealth Integration Difference

Comprehensive Financial Planning
Comprehensive Financial Planning for individuals and small businesses – balance sheet and cash flow (budget) construction, tax planning, retirement planning, estate planning, succession planning, philanthropic planning, etc.
Insurance
All policy types for individuals and corporations (group benefits) – life, long-term care, disability, medical, homeowners, auto, umbrella, general liability, kidnap & ransom, etc.
Money Management
Fee-based investment services offered through our Registered Investment Advisor. Custom investment policy statements and asset allocations designed for each client. Types of investments include actively managed stocks, bonds, real estate investment trusts (REITs), mutual funds, exchange traded funds (ETFs), hedge funds, and private equity opportunities.

Chances are you already have advisors that you like and trust: a personal attorney, corporate attorney, CPA, banker, and others. But do these advisors regularly communicate with each other? How well do they coordinate their efforts? If the services of trusted advisors are not well integrated, gaps and overlaps in planning are likely. This may result in unnecessary taxes and planning that does not achieve desired goals.

InvestLinc Wealth Services does not replace your current advisors. Instead, the goal is to help them do their jobs even better — more efficiently, more strategically, and with fewer conflicts. » Read More

Our Process

The Wealth Integration Solution The Retirement Planning Solution
 
 

About Us

Success often creates unique opportunities.

It can also create unique challenges and issues.
InvestLinc Wealth Services provides unique wealth solutions - comprehensive Wealth Planning and sophisticated Wealth Integration to fully blend all aspects of your Wealth Philosophy and tax-efficient Wealth Management. We don’t just plan and advise, leaving you to execute our planning; we implement and monitor.
We are committed to you and to maintaining high standards of professional and ethical conduct. We form long-term, devoted relationships with our clients and their families. We want you to count on us to be there for you.

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Our Team

Rick R. Emmett

Rick R. Emmett

Mr. Emmett serves as Chief Operating Officer of InvestLinc Wealth Services, Inc. In that capacity... Read More

Charles F. Harpster

Charles F. Harpster

Mr. Harpster serves as Chief Investment Officer of InvestLinc Wealth Services, Inc. overseeing equities... Read More

Daniel G. Coelho

Daniel G. Coelho

Daniel G. Coelho is the President of IBR Legacy Partners, Inc. and MFO Resource, Inc., both of Anaheim... Read More

Michael C. Waldow

Michael C. Waldow

Mr. Waldow’s combined experience in financial and estate planning, risk and investment... Read More

InvestLinc Wealth Services, Inc
300 S. Harbor Blvd., Suite 1000
Anaheim, CA 92805
(714) 563-3500
(714) 563-1316