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Medical Professionals. Business Owners. Personal Solutions.

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

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

An Arm and a Leg

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.

Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

 

Measuring Up To Your Potential

Ever wonder what separates the folks who are financially comfortable from the rest of us?

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

How to Make Smart Debt Decisions

Making smarter decisions about debt can help you reduce stress.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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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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How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Surprises

Making the most of surprises is a great reason to work with us.

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