You lead an active and complex life. You understand that managing your investments is more complicated and time-consuming than ever before. You acknowledge that working with investment professionals provides a level of confidence. Wealth accumulation and estate preservation includes coordinated planning with legal and insurance professionals.
We follow a disciplined approach to balance risk and return and educate you to make informed decisions. The Wellington Financial Strategies Corp. of St. Clair is a full service financial planning firm based in St. Clair, Michigan. We assist clients in Michigan who want objectivity without any product/sales influence.
We follow a disciplined approach to balance risk and return and educate you to make informed decisions. The Wellington Financial Strategies Corp. of St. Clair is a full service financial planning firm based in St. Clair, Michigan. We assist clients in Michigan who want objectivity without any product/sales influence.
Services
It may seem cliche, but at Wellington Financial Strategies Corp., our clients really are like family! We genuinely care about the well-being of each and every client. Every day, we are watching the markets, researching opportunities, continuing our own education and evaluating trends. Our family-focused mantra extends beyond the business aspect of our relationship.
Bryan Ulatowski is an registered representative and has been active in the financial services industry for more than 30 years. Bryan's primary focus in that time has been helping local business and families reach their financial goals. He has made his home in St. Clair for over twenty years with his wife Gabby and his two daughters Megan and Maddy.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
Reviews
Be the first to review Wellington Financial Strategies.
Write a Review
