Our Team
Max joined The Wellington Group in January 2015 and became a partner in 2023. He attended Purdue University where he earned a B.S. in Financial Counseling and Planning. Max is also a Certified Financial Planner ®, who has found his passion in designing financial plans for clients and doing complex case design for the firm. What drives him is providing financial education and recommendations to his clients to help them recognize and avoid potential financial mistakes. Max resides in Westfield with his wife Kate, son Fletcher, and their two puppies.
IN
Individual Investors, Businesses
Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting
Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Alternative Investments, Commodities
Yes
Our Office, Email, Phone, Video Conference
$145,594,172
Additional Detailed Disclosures
