At Wellington Shields, our clients and colleagues are family. We value personal relationships, listen carefully, respect your concerns, communicate clearly and deliver a high level of service. Our firm possesses market presence, scale and infrastructure on par with larger peers.
With our history dating back to 1925, it is only natural we take a long-term view. Our approach to wealth planning encompasses today’s needs and tomorrow’s dreams. For almost a century, we have sought to protect against unforeseen risks in order to help preserve and grow your assets for every generation of your family.
We customize your portfolio to reflect your individual needs and goals. We are committed to complete transparency, relying on a time-tested process and years of experience, backed by industry leading research. We partner with your tax and legal advisors and can connect you with experts in our professional network.
We can construct an investment portfolio that reflects your commitment to environmental, social and governance issues.
Wellington Shields is employee-owned. Our money is at work in our business every day as we invest alongside our clients.
Our team of investment professionals gathers weekly to identify trends and exchange ideas. The openness and camaraderie of the group allows disparate points of view to be heard, which enhances everyone’s perspective. Our Financial Advisors draw on this input to manage portfolios according to each client’s goals and values.