Wellings Wealth Care



   Meet Our Team

   Client Portal


   Contact Us

globeWellings Wealth Care is a diversified financial services entity, created with affiliates of Wellings & Co., a full service CPA firm and registered representative of 1st Global Capital Corp. located in Dallas, Texas, through whom securities are offered. Our members of Wellings Wealth Care are fully licensed as registered representatives, life, health and long term care insurance sales and investment advisor representatives. Wellings & Co., CPAs was founded in 1974 and expanded into financial services in 2001 by the creation of Wellings Wealth Care. Our partners of Wellings Wealth Care are the same partners of Wellings & Co., CPAs.

Although we, Wellings & Co., CPAs, had been offering financial planning services with emphasis on the income tax aspects of these services, it was not until 1999 that California enacted legislation allowing CPAs to participate fully in financial advisory services.

We, the members of Wellings Wealth Care feel we are uniquely qualified to provide our clients with quality investment, insurance, estate and retirement services, all within the context of a comprehensive wealth care process. Our goal is to offer quality financial services tailored to the needs of each client and by doing so to ease their burdens and improve their lives. Our emphasis is on service and care as provided by highly qualified individuals with the full support and backing of a nationally recognized Broker/Dealer and Registered Investment Advisory Firm.

Check us out on BrokerCheck