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Personal Solutions. Business Owners.

A Sincere Thank You

The Wellington Group family would like to extend our deepest gratitude to all essential workers supporting our towns, communities and nation. To the healthcare professionals, law enforcement and emergency personnel, truck drivers, grocery store, supermarket and gas station attendants, food and beverage establishments, hardware and home supply store members, construction firms, cleaning and janitorial staff, and all other vital members of our society, we want to thank you for risking your lives every day to help keep us going. We are all in this together.

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

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

6 Steps to Rewire the Mind-Money Connection

6 Steps to Rewire the Mind-Money Connection

People develop their relationship with money from a young age. Yet it is never too late to change a bad financial habit.

Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

 

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Asset and Account Consolidation for Your Estate

Investment account consolidation is important to consider for estate planning.

Financial Fixes: How to Survive Job Loss

In the first few years after college, graduates tend to expect job turbulence.

You Are Not Alone it Just Feels That Way

Let’s start getting your financial priorities and attitudes in sync with model behaviors.

Whole Life Insurance Can Be an Asset For Balance

Learn how you can create a balance between growth and stability with whole life insurance.

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Principles of Preserving Wealth

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

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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