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Financial Services/Tax

At Wellings Wealth Care, we offer tailored wealth management services with a focus on maximizing tax advantages. By understanding our clients' values, goals and dreams, we provide expert guidance in investments, retirement, and estate planning. Our goal is to help clients achieve financial security, fulfill their promises to themselves, and secure a peaceful retirement.

For over 50 years, Wellings & Co has offered extensive services designed to provide specific tax benefits to individuals and businesses in the Bay Area, helping them realize their aspirations. We are dedicated, continually expanding our knowledge, and always prioritize our clients' needs. Our goal is to enhance the success of our business clients while instilling confidence in our tax clients as they navigate Federal and State tax authorities. By engaging in ongoing education, training, and hands-on experience, we effectively address our clients' needs by creating and executing a variety of wealth management solutions from a tax advantage standpoint.

Wealth Management*

We help you achieve your financial goals through investments, retirement planning, life insurance, and estate planning services, allowing you to fulfill the commitments you've made to yourself and your loved ones, and to retire with financial independence and peace of mind.

Tax Prep & Planning

We handle a wide range of tax services, including personal, business estate, trust, and non-profit taxes. Our goal is to find opportunities to reduce tax liability while adhering to tax laws and regulations. If you need assistance with IRS notice, we're here to help!

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