for Peace of Mind
The Cornerstone of Your Success
The Cornerstone of
More than just powerful words, our values form the cornerstone of our business and allow Wallington to continue to deliver results for high-net worth investors, institutions, foundations, corporations and qualified plans. As an independent fee-only wealth manager, we align ourselves with our clients in each segment of the wealth management process; from the determination of unique financial goals and objectives to the crafting of the investment portfolios designed to deliver superior risk-adjusted returns and cost-effectiveness.
Wallington Asset Management is a boutique wealth management firm focused on customizing each client’s personal investment portfolio to create a path to financial security and peace of mind. With a multigenerational history of success, the Wallington team builds portfolios in-house with a direct focus on each client’s specific objectives. We have a three-decade history of successfully producing tax-efficient, lower volatility investment portfolios for high-net-worth clients and institutions.
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Ready to Review Your Financial Goals?
Request a complimentary consultation to ask questions and discuss your financial concerns with one of our seasoned advisors.