Wellington Wealth Strategies – Featured Articles2023-11-07T15:29:53+00:00

Wellington Wealth Strategies

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Our experienced team at Wellington Wealth Strategies contribute our financial and professional insights to well-known publications on topics that matter to you. Click below to read some of our featured articles.

Wealth management firms to merge into $750M powerhouse

You may have heard recently that two top Indianapolis-based RIA firms, The Wellington Group and TrustWealth Strategies, have teamed up to form a brand new company. That would be us – Wellington Wealth Strategies.

To learn more about our awesome leadership team and our goals for our clients, check out this recent article on InvestmentNews.

Advisory services are offered through Wellington Wealth Strategies, an independent investment advisory firm. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Purshe Kaplan Sterling Investments and Wellington Wealth Strategies, LLC are not affiliated companies. Wellington Wealth does not offer tax or legal advice. This blog is intended for informational purposes only and shall not be construed as individual investment advice. The information herein was obtained from various sources. The information in this report is given as of the date indicated and is believed to be reliable. Wellington Wealth Strategies assumes no obligation to update this information, or to advise on further developments relating to it. Past performance is not indicative of future results. Investing in the market involves risk, including the potential loss of principal. 

September 27, 2023|
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Wellington Wealth Strategies is an independent investment advisory firm that offers a variety of different investment vehicles. Wellington Wealth does not provide legal or tax advice. This website is for informational purposes only and shall not be construed as independent investment advice.

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY. ANY REFERENCES TO PROTECTION BENEFITS OR LIFETIME INCOME GENERALLY REFER TO FIXED INSURANCE PRODUCTS, NEVER SECURITIES OR INVESTMENT PRODUCTS. INSURANCE AND ANNUITY PRODUCT GUARANTEES ARE BACKED BY THE FINANCIAL STRENGTH AND CLAIMS-PAYING ABILITY OF THE ISSUING INSURANCE COMPANY.

TrustWealth Strategies and The Wellington Group have joined forces to become Wellington Wealth Strategies. Read more about this exciting announcement.
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