Wellington Shields

Investment ManagementNew York, United States51-200 Employees

Wellington Shields is an independent wealth management firm with roots dating back to 1925. We are dedicated to delivering high-quality, objective investment advice to high net worth individuals and families, institutions, Trusts and estates, foundations and endowments. Wellington Shields’ elite group of professionals are from a variety of backgrounds and share one key characteristic: the clear ability to help people manage their wealth while providing world-class service.

Its mission and tradition is: 

To provide a relationship-oriented brokerage firm that is client-centric and not transaction-driven. 
To act as a fiduciary in representing our clients and as an agency advocate eliminating conflicts of interest. 
To deliver cost-effective qualitative investment solutions that seek to increase wealth, preserve capital and reduce taxes. 

Contact a Wellington Shields & Co. LLC advisor to see how we can help you.

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