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Wealth Management 
One Trusted Source


Check the background of your financial professional on FINRA Brokercheck:


Wellings Wealth Care is a diversified financial services entity, created with affiliates of Wellings & Co., a full service CPA firm and W. Bruce Wellings is a registered representative of Avantax Investment Services through whom securities are offered. W. Bruce Wellings of Wellings Wealth Care is fully licensed as a registered representative, life, health and long term care insurance sales and investment advisor representative. Wellings & Co., CPAs was founded in 1974 and expanded into financial services in 2001 by the creation of Wellings Wealth Care. The partners of Wellings Wealth Care are the same partners of Wellings & Co., CPAs.

Although Wellings & Co., CPAs, had been offering financial planning services with emphasis on the income tax aspects of these services, it was not until 1999 that California enacted legislation allowing CPAs to participate fully in financial advisory services.

W. Bruce Wellings of Wellings Wealth Care is uniquely qualified to provide clients with quality investment, insurance, estate and retirement services, all within the context of a comprehensive wealth care process. His goal is to offer quality financial services tailored to the needs of each client and by doing so to ease their burdens and improve their lives. His emphasis is on service and care as provided by highly qualified individuals with the full support and backing of a nationally recognized Broker/Dealer and Registered Investment Advisory Firm.

Investment Planning

  • Integrated Asset Allocation and Portfolio Design*

  • Customized Asset Management Programs*

  • Diversification Strategies*

  • Alternative Investments

Estate Planning

  • Wealth Transfer and Tax Reduction

  • Charitable Gifting

  • Trust Services

Education Planning

  • Coverdell Education Savings Accounts

  • 529 College Savings Plan**

  • Uniform Gift to Minors Act/Uniform Transfer to Minors Act Accounts

  • Trust Services

Retirement Planning

  • IRA Rollover and Distribution Planning***

  • Income Projection Analysis***

  • Fixed Income Strategies***

  • Qualified Plan Design and Compliance***

*Diversification/Asset Allocation does not assure or guarantee better performance/profit and cannot eliminate the risk of investment losses in declining markets.

**Before investing in a state specific 529 plan, you should compare your own state's qualified tuition program and any state tax or other advantages it may provide.

***Both qualified retirement plants and IRAs typically involve fees, expenses and services that should be compared when considering a qualified plan rollover



  • Life Insurance Analysis and Design

  • Long-Term Care

  • Disability Protection

Income Protection & Asset Preservation

  • Long Term Care

  • Disability Protection

  • Income Replacement

  • Creditor Protection

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

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