The how behind

your why 

At The Wellington Group, we believe everyone deserves to live their retirement why. To help make that belief a reality, our team of experienced professionals works to create the well-thought-out strategy you need to address your wants, needs and goals, and make your why a reality. To do that, we use the key components of a successful retirement to create your customized strategy:

Retirement Income

When entering your retirement phase, you’re no longer earning a working income. You transition from a savings and accumulation phase of life into a spending and distribution phase.

Wealth Management

Inflation, unexpected expenses and more, predicting the unpredictable is impossible. That’s why we believe it is important to have a certain amount of your nest egg in investment products.

Legacy

Our carefully crafted estate and legacy process can help you pass on much of your hard-earned wealth to your loved ones. We work with our clients to make informed decisions regarding long-term care expenses. Together, we’ll create a strategy that’s suited to your needs and circumstances.

Tax Minimization

Rising taxes may be a concern for you. Tax minimization strategies can help offset the impact of taxes on investment returns and other income. Our team of professionals can help create comprehensive strategies for your future.

Long-Term Care 

Long-term care strategies aid in life transitions. Together, we’ll create a roadmap that is suited to your needs and circumstances.

Business Planning 

We help business owners minimize taxes, maximize retirement savings and build incentive plans to keep key employees. Additionally, we also help owners sell their businesses and maximize the value they receive for all their years of hard work.