Invested in You.
Committed to Your Success.
At Wellington Shields, we grow and protect your wealth with tailored strategies and innovative technology to help you achieve your goals.
What We Do
It starts with a conversation. We listen, then develop a strategy personalized to you, your business and your family—balancing your goals and the legacy you want to leave.
Our SolutionsWhy Choose Wellington Shields
Committed to You
Comprehensive wealth management for your unique needs, customized to reflect your goals for today and your dreams for tomorrow.
True Independence
We are a 75% employee-owned firm that invests alongside our clients. Our shared interest drives our decisions.
Invested in Innovation
From our partnership with BNY Pershing to 24/7 access, a mobile app, and tools like eMoney and Black Diamond, we deliver smarter service and insight.
From a Tradition of Trust to a Future of Opportunity
A Presence on Wall Street For More Than a Century
Since our founding in 1925, we have built a legacy of credibility with our clients, preserving capital and maximizing opportunities through ever-changing markets.
Explore Our Historyof trusted wealth management
Insights
Our clients know from experience that they can trust our ideas, insights and analysis.
Equities Perspective
Life is Good…
DJIA: 49,384 If you are light on most Tech, have a little Healthcare, Commodities and especially Precious Metals… Life is good. Life was good last year if you were pretty much all-in on Tech, especially […]
Equities Perspective
When Bad News Breaks… Good Markets Fix It
DJIA: 49,442 When bad news breaks… good markets fix it. So it goes, good markets make the news. The residual weakness from Monday’s decline was a bit surprising, but not technically harmful. That seems particularly […]
Dudack Research Group
US Strategy Weekly: Amid Chaos…
Economic news was surprisingly supportive of a rate cut later this month, but this was not apparent in the news headlines. Regarding inflation, Reuters wrote “US consumer inflation increases steadily, but households paying more for […]
Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. In general the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and counterparties. Options carry a high level of risk and are not suitable for all investors. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received. Please read the options disclosure document titled Characteristics and Risks of Standardized Options before considering any option transaction. Suitability for clients to specific services or products may depend upon the individual’s investment objectives, risk tolerance, time horizon and liquidity needs. Certain services may not be suitable for all investors. When considering a certain service or product, investors are encouraged to inquire about all respective fees, expenses, limitations or restrictions.