Founded in 1996, The Wellington Group, LLC is an independent, fee-only wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The company is dedicated to providing objective and comprehensive financial guidance, specializing in wealth management, financial planning, retirement planning, and estate planning. They emphasize a client-centric approach, acting as a fiduciary to help clients navigate complex financial decisions and achieve their long-term goals.

Founded in

United States