MANAGING YOUR PORTFOLIO IN A VOLATILE WORLD

WINE & WEALTH

Thursday, December 7th at 6:30 PM

Wine Vault, 100 North Union, Westfield, Indiana

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If you have any questions feel free to call us directly at (317) 452-8480

Event:
Wine & Wealth: Managing your portfolio in a volatile world

Time and Location:
Thursday, December 7th at 6:30 PM

Wine Vault
100 North Union, Westfield, Indiana

Details:
Wine tasting will be provided free of charge

Paul and Katrina Bullock of Wellington Investment Advisors

With two major international conflicts raging, a contentious 2024 US election season brewing, and a rapidly slowing global economy now is the time to reassess your financial plan. The decisions you make today will be crucial to the future path of your retirement.

Join Paul and Katrina Bullock of Wellington Investment Advisors for an evening of fine wine and candid dialogue. Learn how your family can prepare for What’s Next. Our fiduciary wealth management team has over 40 years of combined experience helping affluent families navigate the challenges and complexities of wealth.

Our exclusive event is for Affluent and High-Net-Worth families in Greater Indy that have saved over $1 million in retirement assets. To foster an intimate and candid dialogue seating is limited to only 10 couples. Please register today to avoid being placed on our waiting list.

About Wellington Investment Advisors

We’re proud of the business we’ve built. We have a great staff and team of advisors—some of the best in the business—that share the values of doing what’s in the best interest of our clients. We take pride in our work and in going above and beyond for our clients.

We customize every portfolio to help you achieve your specific goals. Whether that’s wealth creation, planning for retirement, or putting someone you love through college, we will help you create a plan that meets your goals. We all have different ideas for how we want to live our lives; if you can envision it, we will do our best to help you achieve it.

This is our vision; can we help you with yours?

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contact

Bloomington Office:

121 E 6th St., Suite 2, Bloomington, IN 47408
(812) 333-0874

Michigan Office (advisory business only):

8801 N 32nd St, STE B-1, Richland, MI 49083

Indianapolis Office (by appointment only):

3815 River Crossing Parkway, Indianapolis, IN 46240
(317) 452-8480

Columbus Office (by appointment only):

500 Franklin St., Columbus, IN 47201
(812) 333-0874

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Advisory products and services offered by Investment Advisory Representatives through Wellington Investment Advisors, a SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA / SIPC. Private Client Services is not affiliated with Wellington Investment Advisors (or affiliated companies). This website is solely for informational purposes. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wellington Investment Advisors unless a client service agreement is in place with you.

This site is published for residents of the United States Only. Financial Advisors of Wellington Investment Advisors/ Private Client Services may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and/or services referenced on this site may be available in every state and offered by every Financial Advisor. For additional information please contact your Financial Advisor.

Our advisors are registered with FINRA. You can find out more information about us and Private Client Services by going to Brokercheck.