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!