Thoughtful planning, tax-aware strategies, and personal guidance for families, business owners, and professionals across generations.
At The Wellington Group, we provide thoughtful planning that connects investments, taxes, risk management, and long-term goals into one coordinated strategy. We work with high-net-worth individuals, professionals, business owners, and medical professionals who value clarity, proactive guidance, and informed decision-making. Our approach looks beyond portfolios to address the full financial picture - because every decision has ripple effects.
Clients work directly with advisors they know and trust, supported by regular, in-depth quarterly meetings rather than infrequent check-ins. This relationship-driven model allows planning to evolve as life, business, and priorities change.
With a multi-generational team and a consistent planning philosophy, we serve families across generations - offering continuity, perspective, and a steady advisory relationship over time.
Tax Optimization as a Core Strategy
At The Wellington Group, taxes are not an afterthought - they are a central part of every financial decision. We help clients evaluate strategies based on what they keep after taxes, not just what they earn or invest. By understanding how different assets, income sources, and timing decisions are taxed, we identify opportunities within the tax code to help reduce unnecessary tax exposure. Our team regularly coordinates with clients’ tax professionals to ensure planning decisions are aligned, thoughtful, and forward-looking.
Multi-Generational Continuity.
Different advisor voices. One consistent philosophy. Planning that evolves with your family.
A Relationship-First Model.
You work directly with advisors you know - year after year - not rotating service teams or call centers.
Access to Private, Alternative Investments
For qualified investors, The Wellington Group provides access to private alternative investment opportunities designed to complement traditional portfolios. Through Wellington Group Ventures, clients may gain exposure to select private real estate and other non-traditional strategies not typically available in public markets. These opportunities are evaluated within the context of each client’s broader financial plan, with careful consideration given to risk, liquidity, and tax implications.
Our story
Built Because Families Deserve Better.
Founded in 1996, The Wellington Group was created with a simple but enduring belief: financial planning should be personal, thoughtful, and built around long-term relationships - not transactions.
Founder and Managing Partner Tony Bonanno built the firm after seeing too many families receive fragmented advice that focused on products instead of people. With more than 40 years in the financial services industry, Tony set out to create a firm that connected investments, taxes, and risk management into one coordinated plan - delivered through deep, ongoing client relationships.
Today, The Wellington Group has grown into a multi-generational firm managing more than $1 billion in client assets, serving individuals and families across generations. While the firm has evolved in size, sophistication, and team structure, its foundation remains the same: disciplined planning, personal access to experienced advisors, and continuity clients can rely on for decades to come.
Frequently Asked Questions
You deserve straight answers when choosing a financial advisor. Here are the questions people ask us most.
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Who does The Wellington Group typically work with?
We work primarily with individuals, business owners, medical professionals, and families with complex financial needs. Many of our clients are navigating major life events such as business growth or transition, retirement planning, estate considerations, or multi-generational wealth planning.
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What makes The Wellington Group different from other financial advisory firms?
Our difference is in how we plan and how we build relationships. We focus on coordinated financial planning that connects investments, taxes, income strategies, and risk management - rather than treating each area separately. Clients work directly with known advisors and meet with us regularly, allowing planning to evolve as life and financial circumstances change.
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Do you only manage investments?
No. Investment management is just one component of our work. We provide comprehensive financial planning that includes tax optimization strategies, income and withdrawal planning, risk management, and long-term family planning. Our goal is to help clients make informed decisions across their entire financial picture.
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How often do you meet with clients?
We believe meaningful planning requires ongoing dialogue. Most clients meet with us quarterly for in-depth discussions, rather than relying on annual or reactive check-ins. This allows us to proactively adjust strategies as markets, tax rules, and personal circumstances evolve.
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How does tax planning factor into your approach?
Tax optimization is a core part of our planning process. Every investment and income decision has tax implications, and we evaluate strategies with after-tax outcomes in mind. We also collaborate with clients’ CPAs and tax professionals to help ensure decisions are coordinated and aligned with broader planning goals.
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Do you work with my existing CPA or attorney?
Yes. We regularly coordinate with our clients’ tax and legal professionals. Collaboration helps reduce gaps, improve clarity, and ensure planning decisions are aligned across all advisors involved.
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What is multi-generational planning, and why does it matter?
Multi-generational planning means serving families across different stages of life while maintaining continuity in planning philosophy. Our advisory team spans generations, allowing us to communicate effectively with younger and older clients alike - while providing long-term stability within one firm.
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Do you offer access to alternative or private investments?
For qualified investors, we may offer access to private alternative investment opportunities, including select private real estate strategies through Wellington Group Ventures. These opportunities are evaluated within the context of each client’s broader financial plan and are not appropriate for every investor.
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How do you approach retirement and income planning?
We help clients evaluate income sources, withdrawal strategies, and risk considerations as they approach or move through retirement. Our focus is on creating thoughtful strategies that support lifestyle needs while accounting for taxes, longevity, and market uncertainty.
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Is there a minimum to work with The Wellington Group?
Because of the complexity of the planning we provide, our services are generally best suited for individuals and families with more advanced financial needs. However, we do not have minimum asset levels.
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How do I know if The Wellington Group is the right fit for me?
The best way to determine fit is through an introductory conversation. This allows both sides to discuss goals, complexity, expectations, and how we work - before making any commitments.
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What should I look for when choosing a financial advisor?
Individuals should look for an advisor who offers coordinated planning, clear communication, regular engagement, and a long-term relationship model. Understanding how an advisor addresses taxes, risk, and life transitions is just as important as investment management.