SEC CRD #801-132664
Home | Tracy Wellington Client Login twellington@wellington-capital.com 301-941-1997 Ticker Tape by TradingView Every Investor Deserves A Thoughtful Long-Term Plan It can mean more success Learn More Who's Looking Out For You? Your advisor should always put your interests first! Learn More Preparing For The Ultimate Vacation Make your retirement as exciting as your next vacation. Learn More What Makes Us Different? You Deserve Conflict-Free Advice. Learn More 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. 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: Keep the needs of the client above all else. Preserve and protect capital. Judge each investment on its merit. 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." First Name Last Name Email Address Get the Ebook
EDMUND WELLINGTON III
PRESIDENT
📞 (301) 941-1997
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AUM
$121M
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