What We Do
What We Do

Financial Planning the Way it should be

Why choose Wellington and York Partners? Quite simply, we are the opposite of a typical Wall Street financial advisory firm experience. That means we'll deliver more of the personalized service you deserve. Our financial advisors will take the time to listen to your goals, then develop customized strategies for your specific needs, accessing a myriad of investment resources available.

Individuals and families accumulate and disperse assets over their lifetimes. This involves taxes, investment decisions and lifestyle considerations. We at Wellington and York Partners' help people create a financial plan that balances all these elements, while placing special emphasis on maintaining current lifestyle and working towards lifetime goals. Financial Planning is an ongoing process, not a one-time event. The financial products you use to implement your plan should be selected carefully and continuously monitored.

We at Wellington and York Partners' strive to keep abreast of the latest industry trends and standards, educate ourselves regarding ever-changing laws and regulations and continually familiarize ourselves with new investment options and products. Our advisors are registered to handle the investment products you will need and we take great pride in providing efficient, courteous and knowledgeable service to our clients.

Financial advisors at Wellington and York Partners' are focused on serving individual and institutional clients by practicing time-tested principles, yet are constantly adapting to present and future challenges. By establishing client relationships based on honesty and ethics, we create trust and financial peace of mind for people during all stages of their lives. This dedication to a "client first" approach has allowed us to build a strong reputation for personalized service, performance and results.

Financial Strength & Security

When trusting a financial investment firm with your investments, you need to be sure that the company you are partnering with has a history of financial stability and success. At Wellington and York Partners', that is what we offer you. Backed by many years of success, you can depend on our advisors and our company to do things the right way when it comes to your financial assets.

Investment Banking Solutions

Our Corporate Finance team delivers sophisticated investment banking, corporate finance and strategic advisory services for emerging growth companies in the consumer, energy, healthcare, industrial and technology sectors. Our professional staff includes individuals with extensive and diverse backgrounds in public and private securities offerings, mergers & acquisitions, advisory services, appraisals and valuation analysis.

Aspiring companies - both public and private - require timely advice on a wide range of financial issues arising from the growth and development of the business. In a fast-changing economy, company directors and shareholders often need to rely on trusted support and advice. Our mission is to offer creative solutions and strategic advice to our clients in the pursuit of new opportunities and value creation. We aim to offer services that provide practical and lasting solutions.

Mergers & Acquisitions

With the challenges of competing in the rapidly changing economy, many business owners and executives are considering their strategic alternatives, including acquiring or merging to expand their service offerings, identifying a financial partner or divesting their business. We are ideally positioned to assist companies in executing on these strategic alternatives.

Mergers, acquisitions, leverage buyouts and divestitures represent opportunities for businesses to accelerate growth or to liquidate investments. These are complex transactions and our Corporate Finance team has the experience to guide companies through the process. We can facilitate all aspects of a transaction for both buyers and sellers, including:

  1. Market research and analysis
  2. Prospect cultivation and recruitment
  3. Negotiation
  4. Due diligence
  5. Deal structure
  6. Transaction management
  7. Closing