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Over 20 years ago, when we began our practice, we shared a common goal of providing the finest wealth management experience available anywhere at any level. It was critical to us that we build this business with the guiding principle that true success is defined as having the most positive impact possible on the people and the world around you. This is further evidenced in the motto of the Duke of Wellington, “with virtue comes fortune”, hence the name “The Wellington Group at Morgan Stanley.” Each of us focused our study and attention on different needs for different types of clients, and on different specific facets of wealth management. Thus we developed a deep understanding of those specializations and the specific needs and challenges that their unique clientele encountered. Together we were able to combine that experience to better serve the needs of all of our clients. This formed the basis of The Wellington Group as we know it today, a successful comprehensive financial planning and wealth management group, offering highly credentialed and experienced professionals to assist you in handling all of your financial affairs. As a group with more than 85 combined years of financial services, financial planning and active investment management experience, we orchestrate the finances of affluent families, business owners, fiduciary trust fund clients, and retirees to help them navigate the various chapters of their financial lives. To begin, we help you develop a comprehensive plan that is designed to take you from where you are to where you want to be, with the highest probability of success. To do this, we follow a disciplined process that begins with listening to gain a deep understanding of your personal and professional aspirations. We then tailor your plan to your goals and work alongside you to implement strategies that help you live the life you want and leave the legacy you envision. Life is about change, and as you move through the stages of your life, your goals and priorities may evolve. We will be here every step of the way, providing the guidance you need to make educated, confident decisions, so you spend less time thinking about your finances and more time enjoying your life. As our motto states, "You manage your life, we'll manage your finances!"
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