White-Glove Financial Planning Services

Achieve your retirement dreams.

 

Build Your Portfolio  •  Weather Volatile Markets  •  Retire on Your Terms

 

Get Your Free Protection BookletContact Us

Stop wasting time with the wrong advisor.

Unhappy with your current advisor or the lackluster results of your financial plan? We hear you. We’ll help you build a reliable plan based around your unique goals.

Increase your returns. Reduce the risk.

Our independent, concierge-level service will help you navigate the market no matter the storm.

Unbiased Advice

As fiduciaries, your best interest is our first priority.

Out of the Box Approach

There’s more investing options out there than vanilla mutual funds. We’ll help you find the right approach to get you the growth you want.

Authentic Relationships

You need someone you can trust. We treat you like family, not a box to be checked.

Make Your Retirement Dreams a Reality

Together we’ll make a plan and craft a strategy for success.

agsdix-smt1-check-box
Complementary Financial Planning
agsdix-smt1-check-box
Second Opinion
agsdix-smt1-check-box
Income Generation Strategies
agsdix-smt1-check-box
Certified Financial Fiduciary™
Stay on top of the market

As passionate financial experts we're in the know about current market trends and investment options.

Plan accordingly

We take the time to get to know you and your goals so we can build a plan to take you there.

Preach independence

Build an independent future with a firm dedicated to finding solutions that are best for you--not our commissions.

Certified Financial Fiduciary

J. Wellington’s white-glove service helps guide your decisions and build your portfolio so you can retire successfully.

Discover the J. Wellington Difference

Questions about preparing for retirement? Unhappy with the results from your current plan? Worried about the future?

Everyone deserves to feel secure about their financial future. 

That’s why J. Wellington has been supporting the retirement dreams of Detroit residents for over 22 years. Our white-glove service means we walk alongside you every step of the way, helping you to build a portfolio that will grow into a nest egg and fuel your retirement dreams.

Don't Go Broke In A Nursing Home

We'll help you make a strategy.
All qualify regardless of age or health.

 

don't go broke in a nursing home

Don't Go Broke In A Nursing Home

We'll help you make a strategy.

All qualify regardless of age or health.

GET YOUR FREE PROTECTION BOOKLET

You have Successfully Subscribed!