4340 East West Hwy, Suite 920
Bethesda, Maryland 20814

"All that can be required of a trustee  is, that he shall conduct himself faithfully and exercise a sound discretion. He is to observe  how men of prudence, discretion and intelligence manage their

own affairs,  not in regard to speculation, but in regard to the permanent disposition of their funds, considering the probable income as well as the probable safety of the capital to be invested"-Justice Samuel

Putnam, 1830

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Founded in 1996, Wellington Capital Management, Inc. is an independent fiduciary advisor serving individuals, businesses and non-profits. We focus on successful client outcomes and design strategies to meet each client’s unique circumstances. Wellington Capital Management adheres to the legal and ethical fiduciary standard which requires that our advice serve a client’s best interest.