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The Wellington Group, LLC Names Erin Sikorski as CEO

Solutions

The Wellington Group team of professionals that aim to provide solutions to individuals, families and business owners that build long-term capital, maximize access to money, and protect against the eroding factors of wealth.

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Process

Through a series of meetings, we will use an educational process to help you personally discover how to align your financial decisions, your personal situation and your goals with confidence.

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Teamwork

Managing risks requires the knowledge, attention, and ongoing care of our experienced professionals. We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

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Welcome to The Wellington Group LLC

 

The Wellington Group LLC was founded in 1996 with the goal of assisting our clients in every aspect of their financial lives. We accomplish this while working with your current assets and cash flow with no additional out of pocket outlay.

Your trusted team at The Wellington Group provides professional guidance and coaching to help you Bring Financial Dreams to Life.

Helpful Content

Asset and Account Consolidation for Your Estate

Asset and Account Consolidation for Your Estate

Investment account consolidation is important to consider for estate planning.

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

 

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

How Will You Be Remembered?

Estate planning is one of the best ways to leave a lasting legacy to your loved ones.

Be My Beneficiary

Financial planning for couples.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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