Wellington Wealth Strategies is a team of financial professionals that provides personalized and holistic financial planning services. The firm focuses on creating comprehensive strategies that cover retirement planning, investment management, estate planning, risk management, and business succession planning. It is important to note that Wellington Wealth Strategies is a marketing name for registered representatives of Lincoln Financial Advisors Corporation, a registered investment adviser and broker-dealer (member SIPC), and they conduct their business under this larger entity's umbrella.

Founded in

United States