InvestLinc Wealth Services
The InvestLinc CompaniesYour link to financial freedom
Our Companies

Two Doors
One Standard

InvestLinc is the hub for two sister companies. One is live and serving clients today. The other is being built now, with its overview and contact details already up.

Door One / Live Now

InvestLinc
Wealth Services

First-Class Money Management and Financial Planning Services.

Fee-only investment management for individuals and business clients. Under the fee-only model, the firm makes more money when you make more money, and loses money when you lose money. No commissions on managed assets.

Financial planning comes flat fee or hourly: The Compendium, a comprehensive financial plan that leaves no stone unturned, and À La Carte planning at your direction, charged hourly with no charge for the initial consultation.

Visit investlincadvisors.com See the Fee Schedule
  • Fee-only investment management
  • Comprehensive financial plans, The Compendium
  • Hourly À La Carte planning
  • $100M+ in assets under management As of 6/30/2025
  • Serving the community since 1979 Through predecessor InvestLinc Classic, Inc.
Door Two / Site In Progress

InvestLinc
Fiduciary Services

The fiduciary and guardianship arm of the InvestLinc companies.

Led by Rick R. Emmett, CLU®, AIF®, who holds California Professional Fiduciary Lic. PF936 and the National Certified Guardian designation. Rick has spent over 40 years in this industry and oversees the finances of approximately twenty-five entities.

The full site is being built now. If you need a professional fiduciary today, the company page carries the overview and every way to reach the team.

Visit the Company Page About Rick Emmett
  • Professional fiduciary services
  • Guardianship matters
  • California Professional Fiduciary Lic. PF936
  • National Certified Guardian
Our Philosophy
“Under our fee-only model, we make more money when you make more money. We lose money when you lose money.”
InvestLinc Wealth Services