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
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You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Planning for Special Needs Children
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Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Defining Your Priorities
Achieving a long-term goal, like retirement, starts by taking small actions today.
How Women Make it Happen
Women in financial services are some of the most progressive women in the world.
Redefining Retirement Planning
Millennials are redefining retirement planning.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Latte Lie and Other Myths
Do you know these three personal finance sayings?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.