At Wellington Shields, we grow and protect your wealth with tailored strategies and innovative technology to help you achieve your goals. Our approach encompasses all of your personal, family and business objectives, ensuring every aspect of your wealth works in harmony.
We offer comprehensive financial planning, family office services, multigenerational planning, insurance and annuities, estate planning, tax management, philanthropic planning, credit and lending, and dedicated client services.
Comprehensive wealth management
Family office services
Multigenerational planning
Employee-owned firm
Innovative technology and tools
Services
Comprehensive Financial Planning
Our experienced wealth advisors take the time to get to know you, your family and your business. We ask questions and listen carefully in order to help you quantify and prioritize your goals. Your unique financial plan will reflect your current needs, long-term objectives and legacy wishes. As circumstances change, your financial plan is adjusted accordingly. The goal of our process is to give you peace of mind about the future.
Customized financial plansGoal prioritizationOngoing plan adjustments
Family Office
For many clients we are regarded as their de facto family office, relying on our dedicated client services team to help with day-to-day tasks such as paying bills and resolving larger questions about their wealth. Our approach to service is characterized by respect, responsiveness and communication.
Administrative servicesTax preparation servicesFamily financial educationConsulting services for foundation and charity administrationBusiness succession planning
Multigenerational Planning
The largest wealth transfer in history will take place over the next several decades, as Baby Boomers pass over $50 trillion to their children and grandchildren. Our experience serving multigenerational clients positions us to understand wealth transfer needs. We have worked with wealthy families for over 100 years, and some of our client relationships extend four generations.
Customized investment strategiesCoordination with estate attorneys and tax professionalsEducation savings guidanceAccess to solutions such as mortgages and business loansFamily meeting coordination and communicationGuidance to prepare the next generation for wealth responsibilities
Credentials & Certifications
Employee-owned firm
Since over 90%
Partner with BNY Pershing
Since 2024
Frequently Asked Questions
What is Wellington Shields' approach to wealth management? +
Wellington Shields grows and protects your wealth with tailored strategies and innovative technology to help you achieve your goals. Our approach encompasses all of your personal, family and business objectives, ensuring every aspect of your wealth works in harmony.
How does Wellington Shields support multigenerational planning? +
Wellington Shields offers customized investment strategies that endure from one generation to the next, collaborating with clients’ estate attorneys and tax professionals to coordinate their wealth transfer plans and ensure that their wishes are carried out.
What services does the Family Office provide? +
The Family Office at Wellington Shields handles administrative services such as bill paying and banking, tax preparation services, family financial education, consulting services for foundation and charity administration, and business succession planning.
