Our Services

We serve individuals and businesses in all areas of investment planning, including:

  • Retirement planning Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement.
     
  • Tax management* Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.
  • Estate planning* We provide our clients with professional trust services from Charles Schwab Trust Company of Delaware. We work closely with local estate planning attorneys that can prepare your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

  • Education funding Recommending investment and accumulation strategies to help you pay for your children's education.
     
  • Investments Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

*Wellington Investment Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
**Insurance products are offered through nonbank insurance agency affiliates of Private Client Services and are underwritten by unaffiliated insurance companies.