Unique Strategies for Your Unique Needs

Forget one-size-fits-all. Our concierge service is built around YOU.
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Nearing Retirement

As you get closer to retirement, it’s hard not to worry. How do you know if your portfolio is safe from volatile markets? What approach should you be taking? You know what you want your retirement to look like, but you don’t know how to get there.

Financial planning can be complex and nuanced. Regardless of what life or the market throws at you, we’ve got creative solutions to help you achieve an independent future. 

Because you join a family when you join J. Wellington, you’re never on your own. We will walk alongside you with a plan that makes you feel confident in your finances both now and in the future. 

Discover how our white-glove service can give you confidence in your financial future.

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Professional Women

You have a full, busy life. You’ve worked hard to earn your achievements at work and home, but that hasn’t left a lot of extra time to think about your financial future.

We understand that you need a trustworthy ally in making your financial plans. At J. Wellington, we know how to work around your busy schedule and take the time to give you clear, effective options for making a plan that’s right for you.

You work hard at the things you love. We’ll give you the attention you deserve and help you make a plan to live the life you want for yourself and your loved ones.

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Medical Professionals

You’ve devoted your life to care for others. Have the intense demands on your time and expertise hindered your ability to plan for your financial well-being? We can help.

At J. Wellington, we have unique experience working with healthcare professionals, including managing the retirement plans of a large healthcare organization in Detroit for over a decade. We can help you make a sophisticated plan for your sophisticated income that will take financial worries off your plate.

While you spend your time caring for others, we’ll spend our time caring for you.

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.

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