A Sincere Thank You
The Wellington Group family would like to extend our deepest gratitude to all essential workers supporting our towns, communities and nation. To the healthcare professionals, law enforcement and emergency personnel, truck drivers, grocery store, supermarket and gas station attendants, food and beverage establishments, hardware and home supply store members, construction firms, cleaning and janitorial staff, and all other vital members of our society, we want to thank you for risking your lives every day to help keep us going. We are all in this together.
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.
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Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Financial Fixes: Beware of Market Bubbles
Don't crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.
Your Paycheck and You: A Love Story
Are you showing your paycheck the love it deserves?
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Here’s a gift idea that can help create a stronger financial future for your child or grandchild.
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The major challenge “millenipreneurs" face is cash flow issues. Here are tips that can help position themselves for success.
Discover how to build a retirement plan that guarantees income no matter how long you live.
Do you really have to tip 25% on a $5 coffee? What about your ride-share driver? Learn from the experts.
How federal estate taxes work, plus estate management documents and tactics.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Here’s a quick guide to checking to see if you have unclaimed money.
It's easy to let investments accumulate like old receipts in a junk drawer.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Disability happens to more people, more often than you may think, and it lasts longer, too.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.