Linc Wealth Solutions

Overview

Linc Wealth Solutions is an owner-managed, independent registered investment adviser organized as a limited liability company. The firm focuses on serving individual and family clients with a mix of financial planning and discretionary portfolio management, and it acts as a capital allocator by selecting third-party managers where appropriate. Fee arrangements are flexible — the firm charges asset-based fees and also offers hourly and fixed-fee engagements. Linc Wealth Solutions reports no active ESG investing program and is not designated as a multi-state adviser or pension consultant. Its advisory work explicitly includes selecting other advisers, which aligns with its use of external managers for parts of client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices