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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

3 Ways Charitable Giving Can Benefit Your Business

3 Ways Charitable Giving Can Benefit Your Business

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Four Really Good Reasons to Invest

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There are four very good reasons to start investing. Do you know what they are?

The 12 Steps to Living Confidently: Retire With Confidence

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There are good ways to retire and bad ways to retire. Retire the right way by better understanding Social Security.

 

Financial Hacks for Millennials: Starting a Business

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Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Financial Fixes: Beware of Market Bubbles

Don't crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Principles of Preserving Wealth

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

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

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