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. » Read More
Our Process
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.
Our Team
Rick R. Emmett
Mr. Emmett serves as Chief Operating Officer of InvestLinc Wealth Services, LLC. In that capacity... Read More
West A. Cohan
West A. Cohan serves as Chief Investment Officer & Wealth Manager with InvestLinc Wealth Services, LLC. Read More
InvestLinc Wealth Services, LLC.10 Pointe Dr., Suite 150
Brea, CA 92821
(714) 563-3500
(714) 563-1316