Wealth Management

Today's Focus is Tomorrow's Future

At Wellington Financial, our focus is on you, our client.  We will work hard to earn your trust and will build a relationship with you so that you are confident that we know what you want.

Our commitment to you is to develop a financial plan that is uniquely yours. Based on our comprehensive understanding of your needs and circumstances, we will work with you to assess and analyze your current financial position to create a tailored strategy aligned with your goals and objectives. 

Through a referral arrangement, Wellington Financial Planning Services offers you direct access to TriCert Investment Counsel’s portfolio management services.