At The Wellington Group, we're committed to more than just providing financial know-how. We help create customized financial and retirement strategies that align with all of life’s whys—the people, places and things you love most. No matter what that looks like for you, it’s our team’s mission to provide the guidance and support you need to help bring your why to life.
We’re not just financial advisors. We’re partners in your journey. Here’s what sets us apart:
Personalized Strategies
No cookie-cutter approach here. Every plan is designed with you in mind.
Transparent Guidance
We provide clear, actionable guidance without confusing jargon.
Comprehensive Experience
From investments to tax minimization strategies, we cover all aspects of your retirement.
Lasting Relationships
We build meaningful connections, helping guide you every step of the way.
We listen, then we build.
Helping you live your why starts with an honest conversation where our only goal is to listen. Once we have a clear understanding of your vision, we’ll use the key components of a successful retirement to craft your strategy:
Though we have a few years until retirement, we want to ensure we can afford our goal for retirement: buying a house closer to our grandkids.
This is my why
After eleven comfortable years in retirement, we plan to take our dream trip to Europe next year. But we’re still wondering if we can safely afford it.
This is my why
I grew my business from a garage startup to a thriving company with over 30 employees. Now, with retirement approaching, I’m wondering about the next chapter of my business.
This is my why
Having worked for my local hospital for decades, I'm nearing retirement and seeking guidance to convert my 401(k) and 403(b) into the lake house my husband and I have always wanted.
Your financial and retirement goals drive everything we do. We’re here to turn what matters most to you into a retirement plan that works.
