
Charles E. Weinrich, CFP®, CDFA®
When you work with The Wellington Group, you work with a team with more than 85 combined years of financial services, financial planning and active investment management experience. You will be fully supported by a diverse team of highly credentialed specialists to handle all of your financial needs. Beginning with a financial plan overseen by our team's Certified Financial Planner, in addition to our dedicated Morgan Stanley Financial Planning Specialist. After that, your assets will be professionally managed by our own Morgan Stanley Portfolio Management Director. You'll have access to the very specialized expertise of a dedicated Morgan Stanley Alternative Investments Director, to afford you access to, and analyze on your behalf, some of the best and most exclusive opportunities in the private markets! Additionally, all of your insurance and asset protection needs will be taken care of by our in-house Morgan Stanley Insurance Planning Director and Certified Long Term Care Consultant. And lastly, should you or any of your family members find yourself facing the challenging prospect of divorce, we even have a Certified Divorce Financial Analyst on the team to help see you through and assist you in starting your new life.
In short, we comprehensively orchestrate the finances of affluent families, business owners, fiduciary trust fund clients, and retirees to help them navigate the various chapters of their financial lives.
For over 20 years since we began our practice, we believed that true success is defined as having the most positive impact on the people and the world around us. In fact, that's partially how we decided on the name of the group. On the battle crest of the Duke of Wellington, it states "with virtue comes fortune." That motto, led us to ultimately decide on the name "The Wellington Group at Morgan Stanley." We continue to share a common goal of bettering the lives of our clients and their families, while delivering the finest wealth management experience available anywhere at any level.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
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