Navigating Uncertain Times:

Inspired by a Family Heritage

At Wellington.Group, we've been inspired by our family heritage to help clients unlock new levels of cash flow, savings, and wealth creation.

Virtual Family Office Solutions

Wellington.Group is a high net worth boutique family office services platform for owners of privately held companies, professionals, affluent individuals, and families. We help our clients simplify their complex financial lives, reduce taxes, increase profits, grow business value, optimize business exits/transitions, and manage wealth with tax-efficiency.

As sophisticated wealth planners with specialized expertise, our wealth planning modules are driven from the top down by the client's IRS Form 1040, rather than from the bottom up by financial products. All of our strategies are ethical, legal, court-tested, and IRS approved.

Contact us now to learn more and you'll experience customization and attentive personal service that can’t be found at larger institutions.

Questions? Request a FREE Consultation Today.

Get in touch with us now to find out how Wellington.Group can help you reach your financial goals.