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Personal Solutions

At The Wellington Group we are committed to coaching, organizing, and educating our clients in their financial endeavors to empower them to achieve their objectives. Through Our Process we analyze each category of your financial life to create a comprehensive and unique plan. We work with our network of strategic partners (CPA’s, Attorney’s, etc.) that are available to our clients to ensure that each part of your plan is coordinated to efficiently meet your financial objectives.

Most people are unaware of the avoidable dangers that threaten their wealth (i.e. - taxes, inflation, liability, probate, planned obsolescence, etc.). Through the holistic planning approach that The Wellington Group’s utilizes in their planning process, we are able to identify and help eliminate many of those dangers. We strive to build personal connections with clients through coaching seminars and client events to develop a partnership for long-term financial planning.

Bringing Financial Dreams to Life