You lead an active and complex life. You understand that managing your investments is more complicated and time-consuming than ever before. You acknowledge that working with investment professionals provides a level of confidence.

Wealth accumulation and estate preservation includes coordinated planning with legal and insurance professionals. We follow a disciplined approach to balance risk and return and educate you to make informed decisions.

“Our mission is to inspire our clients to make informed decisions through education,
communication and service that exceed their expectations.”

The Wellington Financial Strategies Corp. of St. Clair is a full service financial planning firm based in St. Clair, Michigan. We assist clients in Michigan who want objectivity without any product/sales influence. We were formed in St. Clair, MI by President Bryan Ulatowski about 15 years ago.

Our highest priority is to create value and peace of mind for our clients by offering the following comprehensive services:
  • Portfolio analysis
  • Asset Allocation design
  • Investment management
  • Estate planning
  • Retirement planning
  • College funding strategies
  • Educational seminars
We look forward to serving you!


 
 
 Securities offered through Vanderbilt Securities, LLC
Member FINRA/SIPC, Registered with MSRB

www.FINRA.org | www.SIPC.org | www.MSRB.org | www.vanderbiltsecurities.com

Depending on your specific investment objectives and financial position, the investments discussed or recommended in this Web site may or may not be suitable for you. It is up to you to weigh any decision carefully. Past performance is not necessarily a guide to future performance and is no guarantee of future results. Income from investments may fluctuate. The price or value of any investment identified directly or indirectly in this Web site may fall or rise against your interests and the interests of other investors.

© 2014 WELLINGTON FINANCIAL STRATEGIES CORP. OF ST. CLAIR. ALL RIGHTS RESERVED.