The Wellington Group LLC

www.thewellingtongroupllc.com

The Wellington Group makes the complex simple. Whether you have significant assets to manage—or you are just starting to accumulate wealth—the advisors of The Wellington Group have the tools, background, and experience to provide the coaching and investment services to fit your needs. Our goal is to provide you with guidance designed to help you understand and better define your financial objectives. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. For more information about The Wellington Group and our services, please contact us at (317)846-5055. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 9000 Keystone Crossing, Suite 300, Indianapolis, IN 46240 (317) 571-2365. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Wellington Group LLC is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. 2021-122913 Exp. 6/23

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The Wellington Group makes the complex simple. Whether you have significant assets to manage—or you are just starting to accumulate wealth—the advisors of The Wellington Group have the tools, background, and experience to provide the coaching and investment services to fit your needs. Our goal is to provide you with guidance designed to help you understand and better define your financial objectives. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. For more information about The Wellington Group and our services, please contact us at (317)846-5055. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 9000 Keystone Crossing, Suite 300, Indianapolis, IN 46240 (317) 571-2365. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Wellington Group LLC is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. 2021-122913 Exp. 6/23

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Country

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Employees

11-50

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Founded

1996

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Chairman / President

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Wealth Management

    Email ****** @****.com
    Phone (***) ****-****
  • Investment Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Assistant Vice President

    Email ****** @****.com
    Phone (***) ****-****

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