Medical Professionals

As a physician in a successful medical practice, your time and money is valuable. That is why, one of our top priorities is to address the unnecessary risk that is present in the vast majority of physician’s financial plans.

As Physician planning specialists, The Wellington Group works with clients from residency to retirement and we understand the different opportunities that are presented to you in ever evolving healthcare landscape. Many physicians that we meet have some relationship with a financial planner, advisor, insurance agent, accountant, attorney, etc. Yet, when we take a holistic view of their planning, most are financially imbalanced and exposed to unnecessary risks . The Wellington Group brings together leading professionals (i.e.- taxation, law, practice management, succession planning), to assist our clients in addressing these issues and achieve optimal financial balance in their lives.

Would you go to you primary care doctor for open heart surgery? Why should you trust your unique planning needs to a generalist?

Bringing Financial Dreams to Life