Wellings Wealth Care


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At Wellings, we provide complete wealth care services with specific tax advantages by getting to know our clients' values, goals and dreams. 

Through Investments, retirement and estate planning services we enable our clients to reach their financial goals, to honor the promises they have made to themselves and their loved ones, to retire with peace of mind and financial independence. 

We want to make our business clients more successful and give our tax clients confidence in dealing with Federal and State taxing authorities.

Through a process of constant education, training and experience we can be responsive to our clients' needs by developing and implementing a wide range of wealth management solutions from a tax advantage perspective.

 

 
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Securities Offered Through 1st Global Capital Corp., Member FINRA / SIPC
Investment Advisory Services offered through 1st Global Advisors, Inc.
Placing business through 1st Global Insurance Services, Inc. CA Insurance #0D71784
I am currently licensed to offer securities in the States of CA, FL, IA, NV, OR, TN, TX and WA.
This is not an offer to sell securities in any other State or jurisdiction.
 
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