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.
Learn MoreProcess
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 MoreTeamwork
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 MoreWelcome 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
Millennial Money Myths: Buying a Car is Better Than Leasing
During difficult economic times, it is even more critical to be smart about where you spend your money. And it is essential to do your homework so...
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Commitment and Money Conversations
Talking about money isn’t as scary as it seems.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
View all articles 
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.