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Personal Solutions. Business Owners.

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

Do You Know the Whole Life Story?

Do You Know the Whole Life Story?

Whole life insurance can help to diversify a financial portfolio.

Infographic: 2019 Taxes by the Numbers

Infographic: 2019 Taxes by the Numbers

Here are the official tax numbers for 2019.

Gifting of A Stronger Financial Future

Gifting of A Stronger Financial Future

Here’s a gift idea that can help create a stronger financial future for your child or grandchild.

 

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Layers of Protection

Take these five steps to protect your financial well-being before making any other changes.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Do You Know the Whole Life Story?

Whole life insurance can help to diversify a financial portfolio.

The Basics of Investing

What’s the connection between cars and financial management?

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

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

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Surprises

Making the most of surprises is a great reason to work with us.

Once Upon a Goal

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

Coaches

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

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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