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 More
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 More
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 More
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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Business Boosters: How to Exit Your Business Successfully
Every business owner needs a plan to exit their business in a way that helps prepare them and the business.
Making smarter decisions about debt can help you reduce stress.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Imagine a retirement without having to worry about money? Well, it’s possible.
How to lower your risk of chronic illness
Here are some simple and inexpensive energy-saving tips that may help you save money.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
Here’s a quick guide to checking to see if you have unclaimed money.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here’s a crash course on saving for college.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”