Transform Your Financial Vision into Reality
Bringing your ideas to life with expert solutions and exceptional service.
Romans 8:28 "And we know that for those who love God all things work together for good, for those who are called according to his purpose".
Grow Your Wealth
At Wellington Capital Management, we grow your wealth by aligning insurance and investment strategies with your deepest desires and long-term goals. Through a holistic approach, we use life insurance to build generational wealth, provide tax-advantaged growth, and protect against unexpected financial risks, ensuring your income and assets remain secure. Our investment strategies focus on customized portfolios, retirement planning, and passive income generation, helping you achieve financial freedom while minimizing tax liabilities. By blending risk management with wealth-building, we create a balanced, growth-oriented financial plan tailored to your unique aspirations. As a public benefit corporation, we also help integrate charitable giving and legacy planning, ensuring your financial success benefits both your family and your community. At the core of our mission is empowering you to live life on your terms, with a secure and prosperous financial future.
About us…
At Wellington Capital Management, we’re more than just a financial services firm—we’re your partners in building a secure and thriving future! Specializing in retirement planning, we take a holistic approach to every financial situation because we know that no two journeys are the same.
As a Public Benefit Corporation, we’re driven by purpose. A percentage of our proceeds goes directly back into the community, reinforcing our commitment to making a difference. Integrity, equality, and unwavering values guide everything we do—we believe financial success should be built on trust, fairness, and doing what’s right.
With Wellington Capital Management, you’re not just another client—you’re family. Let’s build a future that works for you!
Our Services
Retirement Planning
Specialize in sustainable and impact investing, helping clients align their investments with their values, such as ethical and environmentally responsible investments.
Insurance Services
We offer an array of insurance services including, Life insurance, Long-term care insurance, Disability, critical illness, Medicare (Supplement & Advantage), Health insurance (ACA), Group Insurance, Auto, and Home.
Estate Planning
Employee benefit plans, business succession planning, and financial consulting for business owners.
Full Scope of Services
"All it Takes is One Decision to Change Everything"
Financial Planning
Need a solid financial plan for a secure future? Our expert team helps you build wealth, protect assets, and achieve financial freedom. From budgeting to retirement planning, we handle everything—so you can focus on living life with confidence.
Investment Management
Looking to grow and protect your wealth? Our skilled investment management team provides strategic guidance, optimizing your portfolio for long-term success. Trust us to navigate the markets and maximize your financial potential.
Retirement Planning
Planning for retirement? Our dedicated experts help you secure your future with tailored strategies for savings, investments, and income planning. We prioritize your financial well-being, ensuring a comfortable and stress-free retirement.
Insurance Services
Need reliable insurance coverage? Our expert team ensures you have the right protection for your life, health, home, and business. From life insurance to comprehensive policies, we safeguard what matters most—providing peace of mind for life’s uncertainties.
Tax Planning
Overwhelmed by taxes? Our expert tax planning team creates strategic solutions to minimize liabilities and maximize savings. From individuals to businesses, we navigate complex tax laws, ensuring compliance and protecting your financial future.
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Estate Planning
Uncertain about your legacy? Our estate planning experts craft tailored strategies to protect your assets and ensure your wishes are honored. From wills to trusts, we navigate the legal complexities, securing your family's future with confidence.
Business Services
Planning for your business’s future? Our expert business services and succession planning strategies ensure a smooth transition and long-term success. From leadership transitions to asset protection, we navigate the complexities—securing your legacy with confidence.
Alternative Investments
Looking to diversify your portfolio? Our alternative investment strategies provide unique opportunities beyond traditional markets. From real estate to private equity, we navigate the complexities—helping you build wealth and secure your financial future with confidence.
What Are Our Clients Saying?
I've been working with James for several years now, and the amount of time he takes to fully understand your financial needs is unprecedented. I will be working with him and Wellington Captial Management for years to come! Thank you, James!
Maria Taylor
I was feeling overwhelmed with my finances; Bernard helped me to get everything on track through various forms of Insurance and financial planning strategies!
Beth Olderglast
Our Team
Bernard Jennings
Financial Professional
James Wellington
Owner/CEO - Financial Professional
Megan Wellington
Financial Professional
FAQS
What are your fees?
Our fees depend on the services you need. For financial planning and advisory services, we charge a transparent flat or percentage-based fee. For certain financial products, such as insurance or investments, we may earn a commission. We always prioritize your best interests and fully disclose any fees or commissions upfront, so you know exactly what you're paying for.
What are your investment strategies?
Our investment strategies focus on a diversified approach, combining low-risk insurance products for financial security with high-growth investment options like stocks, bonds, and real estate. We tailor portfolios to meet individual risk profiles, ensuring long-term growth while managing risk effectively.
How often will you communicate with me?
I communicate with clients regularly, typically through quarterly reviews, monthly updates, and as needed for important market changes or personal financial events. I prioritize transparency and availability to ensure you stay informed and confident in your financial plan.
Get In Touch
