Max Moritz

Max Moritz is a Founder and Partner of The Wellington Group and is responsible for providing coordinated financial planning and investment guidance for individuals and families with complex financial needs. He works closely with high-net-worth individuals, business owners, and professionals, helping them evaluate decisions across investments, taxes, retirement and income planning, risk management, and estate and legacy considerations so each part of their financial life is viewed in context rather than in isolation.

Max’s passion lies in the planning process itself. He is driven by a desire to provide financial education and thoughtful recommendations that help clients better understand their options and recognize potential financial pitfalls before they arise. He is particularly engaged in complex case design and enjoys building strategies that reflect each client’s priorities, circumstances, and long-term objectives.

Max joined The Wellington Group in January 2015 and became a Partner in 2023. Over the years, he has contributed to the continued development of the firm’s planning capabilities and investment platform, including evaluating private real estate and other alternative investment opportunities for qualified clients.

Max earned a B.S.in Financial Counseling and Planning from Purdue University and is a Certified Financial Planner® professional.

Max resides in Westfield with his wife, Kate, their son, Fletcher, and their two puppies.