The Wellington Group

At The Wellington Group, we believe in putting our clients at the heart of everything we do. Your goals are our top priority, which we approach with meaningful, purpose-driven strategies to achieve a lifetime of financial success. As a client, you’ll have access to an expert team equipped to navigate the industry’s growing complexities and provide unparalleled support for your long-term financial goals. We pride ourselves on our proactive stance and will work closely with you to anticipate your needs while making well-considered decisions to bring your financial dreams to life. We’re not here to just manage numbers. We’re here to build a lasting partnership that aligns with your unique story. It’s our mission to create opportunities – for you and with you. Advisory services are offered through The Wellington Group, a registered investment adviser. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Wellington Wealth Strategies, LLC are not affiliated companies. NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY