Wellington Shields & Co.

Wellington Shields & Co. is a comprehensive financial services firm that provides wealth management and investment counsel. The company offers tailored strategies encompassing investment management, insurance, estate planning, tax management, philanthropic planning, credit, and lending. Leveraging its roots as a broker-dealer, Wellington Shields incorporates a range of actively and passively managed investment solutions to grow and protect client assets.

The firm traces its origins to 1925 with the founding of Wellington Company by Herbert G. Wellington Sr., who gained recognition for shorting the market during the 1929 crash. Shields & Company, established in 1982 by J.V. Shields Jr. and David Shields, later merged with H.G. Wellington & Co. in 2009 to form the current entity. This lineage reflects a long-standing dedication to investor success and an early insight into astute market navigation.

Serving generations of clients, Wellington Shields & Co. is motivated by a desire to serve through integrity, transparency, and respect in its client relationships. The company aims to provide peace of mind by safeguarding client assets through trusted custodianship and a commitment to enduring financial expertise. Its long-term vision is centered on honoring a legacy of trust and service, fostering deep client relationships through personalized financial guidance.