Broker Check

Our History

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.

Learn more

Client Centered

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:

  1. Keep the needs of the client above all else.
  2. Preserve and protect capital.
  3. Judge each investment on its merit.
  4. Avoid speculative or risky investments.
Learn more

Download "Retire Happy," Our Free Ebook!

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."