Every Investor Deserves A Thoughtful Long-Term Plan
It can mean more success
Who's Looking Out For You?
Your advisor should always put your interests first!
Preparing For The Ultimate Vacation
Make your retirement as exciting as your next vacation.
Wellington Capital Management, Inc. is an independent fiduciary adviser that provides wealth management for individuals and families as well as retirement plan consulting for businesses. We design strategies to meet each client’s unique circumstances.
An 1830 Massachusetts Supreme Court ruling says that fiduciaries like us must exercise due care and skill, and look after the money as if it were their own.
Many advisors claim they do, but only a fiduciary is required by law to invest assets under the prudent man rule which requires they:
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."