Welcome to Lord Wellington Investments
Lord Wellington Investments is a full service, retirement planning company serving the Baton Rouge metropolitan area . Lord Wellington Investments provides retirement and estate planning to families nearing or already enjoying retirement. Our mission is to provide the families and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve your quality of life. Making strong commitments to our clients and building life-long relationships are tenets of success at Lord Wellington Investments.
After a thorough and careful financial discovery with you, we analyze your personal financial situation – risk tolerance, time horizon, liquidity needs, and retirement goals — and create a retirement plan that is unique to your situation.