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
How to Jump-Start Your Financial Strategy for Retirement
Get on track to creating the retirement you want. Here are seven financial strategies to take now to help you.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Business Boosters: Can Your Business Survive Without You?
If you didn't show up tomorrow, would your employees be able to go it alone?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Toddlers to Teens: The Lesson of Money
Money is a central part of everyday life as an adult. We spend time most days earning it, we need it for survival, and we want it for fun and entertainment.
Don’t Get Trapped by These Retirement Myths
Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths.
The 12 Steps to Living Confidently: Define Your Life Goals
It’s that time again. A clean slate. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead. Perhaps a slimmer you.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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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.
Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.