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.Learn More
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.Learn More
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.Learn More
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.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Understanding how capital gains are taxed may help you refine your investment strategies.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Why have the markets been so volatile recently?
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you know these three personal finance sayings?
What is your plan for health care during retirement?
Here’s a quick guide to checking to see if you have unclaimed money.
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.