What We Do

The Wealth Integration Difference

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. In fact, many attorneys and CPAs refer their clients to us because they have experienced the Wealth Integration Solution. Our process helps them better serve their clients, often finding additional opportunities for achieving their goals.

The Wealth Management Difference

We believe that a team, working together, is far more powerful than a group of individuals. Our team collectively holds the Certified Financial Planner® (CFP), Chartered Life Underwriter® (CLU), California Professional Fiduciary License, Series 65 Investment Adviser Representative, and many other licenses and designations. Disciplined and dedicated to excellence, our Wealth Management team combines years of experience, fresh viewpoints, and a shared learning to create custom solutions for you. Our Wealth Management team fully coordinates the investment advisory process in conjunction with the planning you have done with our Wealth Integration professionals. Our team implements your Wealth Management strategies within the context of your Investment Policy Statement.

Placing Your Interests First

As an investment advisor, we have responsibility to manage your investments to serve your best interests, and yours alone. Several of our advisors hold the Accredited Investment Fiduciary® (AIF®) designation which represents a thorough knowledge of and ability to apply fiduciary practices. To earn the AIF designation, our partners have completed a rigorous training program, passed an examination, adopted a strict code of ethics, and committed to continuing education on investment fiduciary standards of care.


Innovative Strategies. Devoted Relationships. Common-Sense Results.

  • Life Insurance (Personal and Corporate)
  • Health Insurance (Personal and Corporate)
  • Disability Insurance (Personal and Corporate)
  • Long-Term Care Insurance
  • Property & Casualty Insurance (Personal and Corporate)
  • Money Management (Individuals and Corporations)
  • Corporate Retirement Plan Analysis and Setup (401k, Defined Benefit Pension Plan, SEP IRA, etc.)
  • Trust services
  • Personal Financial Statement Construction (Balance Sheet and Budget)
  • Tax Planning
  • Estate Planning
  • Succession Planning
  • Business Planning
  • College Education Planning