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.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
For many, retirement includes contributing their time and talents to an organization in need.
Couples may be able to head off many of the problems in a marriage that money can cause.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Achieving a long-term goal, like retirement, starts by taking small actions today.
Women in financial services are some of the most progressive women in the world.
Millennials are redefining retirement planning.
How federal estate taxes work, plus estate management documents and tactics.
Do you know these three personal finance sayings?
That big list of dreams and goals isn't the only way to look at your bucket list.
All about how missing the best market days (or the worst!) might affect your portfolio.
Smart investors take the time to separate emotion from fact.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.