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   (650) 321-0622 | info@wellingscpa.com

Wellings Wealth Care
Wealth Managment | Accounting | Tax

We Are Here For You

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At Wellings Wealth Care, we provide comprehensive wealth care services with specific tax advantages by getting to know our clients' values, goals and dreams.  Through investments, retirement and estate planning services we enable our clients to pursue their financial goals, to honor the promises they have made to themselves and their loved ones, to retire with peace of mind and financial independence. 

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ABOUT WELLINGS

   For almost 50 years, Wellings & Co has provided comprehensive services with specific tax advantages to the people and businesses of the Bay Area to help them achieve their goals and dreams. We work hard, are constantly learning, and always put our client's needs first. 

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   We want to make our business clients more successful and give our tax clients confidence in dealing with Federal and State taxing authorities.   

   Through a process of constant education, training and experience we can be responsive to our clients' needs by developing and implementing a wide range of wealth management solutions from a tax advantage perspective.

Ready to talk about your specific situation? Call or email us to set up a consultation with one of our qualified accountants.

*Check the background of your financial professional on FINRA’s BrokerCheck

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services    , Member FINRA, SIPC Investment advisory services offered through Avantax Advisory Services    . Placing business through Avantax Insurance Agency     and Avantax Insurance Services    . CA #0D71784.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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