Welcome to The Wellstone Group, a financial planning firm where financial management involves more than money. We not only focus on your financial future, but equally as important, we provide you with client care experiences that surpass your expectations and anything you have encountered before. Since 1990 we have been helping our clients develop retirement income plans that allow them to attain their desired lifestyle and legacy goals, reaching out to our clients in an extraordinary way, and building extraordinary friendships. The Wellstone Group can help you simplify the demands of managing your wealth, enabling you to devote more time to your family, personal endeavors and your business.

We organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future.

Tour our site and find out what we're all about.

Links

• Senior Resources of Greater Portland
  The Wellstone Group has developed relationships with other professionals who offer 'caring services' that provide for the unique needs of seniors and those who care for them. Learn more about these local professionals at www.SeniorResourcesofGreaterPortland.com

• Long-Term Care Connections
  Are you confused about Long-Term Care? What it is? Who pays for it? Are you covered, and if not, do you need to be? For an 'educational tour', visit our LTCi website at www.WellstoneLTC.com

Upcoming Events

Information Packet

Would you like to receive an information packet about The Wellstone Group? If so, please let us know.