Independent.
Thoughtful.
Personalized.
Valued advice since 1925.
At Wellington Shields, we put relationships first. Truly independent, our agenda is clear: we want to help you secure your future.
Solutions
We offer investment and wealth management solutions built around you—your needs, your goals, your life.
Investing ›
Since our founding and through every market cycle, our disciplined, long term approach has been critical to ensuring we meet our clients’ goals.
Wealth Management ›
It starts with a conversation. We listen. Then we develop a wealth management solution for you and your family, taking the long view on the legacy you wish to build.
Solutions
We offer investment and wealth management solutions built around you—your needs, your goals, your life.
Investing ›
Since our founding and through every market cycle, our disciplined, long term approach has been critical to ensuring we meet our clients’ goals.
Wealth Management ›
It starts with a conversation. We listen. Then we develop a wealth management solution for you and your family, taking the long view on the legacy you wish to build.
Our Team
Our experienced team works with you to provide the best possible investment options with the highest level of service to help you achieve your goals.
History
Wellington Shields has a long, rich story to tell—evolving and growing by bringing meaningful solutions to generations of individuals, their families and associated institutions.
Insights
Our clients know from experience that they can trust our ideas, insights and analysis.
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