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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

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What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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7 Ways to Show Your Appreciation for Mom this May

For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.

 

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Learn a little about worldwide currency in this fun infographic

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The start of marriage should be all love–not debt.

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Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Retirement Victory Lap

A confident retirement begins with a plan.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

What is Guaranteed Retirement Income?

Get the facts about guaranteed retirement income.

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Principles of Preserving Wealth

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

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Coaches

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

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

RE: Retirement

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

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Smart investors take the time to separate emotion from fact.

Don't Buy The Hype

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

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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