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The Wellington Group’s main desire is to coach, guide and educate our clients on how wealth is built. To accomplish this objective, we hold various events that provide our clients with the chance to learn more on financial subjects, ask questions, and to take one step closer to financial balance – all while having fun.

Contact Charity Davis at with any questions! We look forward to seeing you!

Upcoming Events

August 31, 2021 - January 31, 2024

6:00p - 7:00p

The Wellington Group

Investor Coaching Series - Financially Savvy?

Not talking about money can lead to subpar outcomes in your financial plan. But having those conversations with your family and friends can seem daunting. That's where we can help. So, let's talk money.

Event Registration