Who We Serve

At Wellington.Group, we offer affordable, convenient access to a suite of family office and advisory services that are typically only available to Fortune 1000 companies. Our platform integrates tax, legal, estate, risk management, and business consulting services with a team of more than 30+ expert specialists from around the country. Our team-based affiliates include CPAs, accounting firms, CFOs, and attorneys that collaborate to deliver results-oriented solutions for successful business owners.

We work with:

  • Physicians and Medical Practices
  • CPA Alliance Teams
  • Business Owners
  • Entrepreneurs
  • High Net Worth Families
  • High Net Worth Individuals

Dedicated to Our Mission

At Wellington.Group, it is our mission to help unlock new levels of cash flow, savings, and wealth creation for our clients. We do this through proactive tax planning, tax-efficient wealth management, and advanced estate design strategies to free up capital and fund your dreams.

When you become our client, we become an important asset to you and your family. Call us now at
1-949-873-2730 or schedule an appointment online to learn more.

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.