FALLBROOK - Scott Weber and Julia Routh cumulatively have over 38 years in the financial sector. They recently decided to part ways with a local bank in Fallbrook and start their wealth planning business, Wealthlynk, so that they are able to do more planning with their clients. They are eager to provide comprehensive financial services to the community.
Weber and Routh said they believe in a holistic approach to finances, making the plan very unique to each individual. They can help develop personalized investment strategies, ensure comfortable retirement and come up with many tailored wealth management solutions.
They enjoy meeting with clients on a regular basis to ensure plans are working and to see what is new and changing. Wealthlynk Inc. is located in the historic Sun Center at 131 W Beech St., Suite 101. To learn more, call 760-621-4471 or visit https://www.wealthlynk.com.
Submitted by Wealthlynk.