Lord Wellington
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225-292-5118
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  • Our Firm
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    • Asset Allocation & Risk
    • Asset Maximization
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    • New Generation Retirement
    • Social Security Maximization
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Lord Wellington Investments

Taking care of all your retirement planning needs

Taking care of all your retirement planning needs

Taking care of all your retirement planning needs

  • Home
  • Our Firm
  • Video Library
  • Contact
  • Risk Score

Welcome to Lord Wellington Investments

Lord Wellington Investments is a full-service investment advisory firm serving clients in south Louisiana and along the gulf coast. Lord Wellington Investments provides investment advisory services to families, businesses, and to those desiring to increase their net worth. Our mission is to provide our clients with innovative financial and tax strategies that will provide financial clarity and solutions for their financial well-being. 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.

Retirement Planning

New Generation Retirement® is a holistic approach to retirement planning consisting of a five-step system that we complete together.

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Investment Management

Our main objective is to assist clients in navigating today's complex marketplace to accomplish their investment aspirations and goals.

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Tax Strategies

We recommend customizing a retirement plan that is able to help take advantage of any possible tax credits and deductions.

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Our Location

Lord Wellington Investments, LLC
9456 Jefferson Highway, Suite D
Baton Rouge, LA 70809

225-292-5118
gak@lord-wellington.com

Our Company

  • Home
  • Our Firm
  • Video Library
  • Contact
  • Risk Score

Our Services

  • Asset Allocation & Risk
  • Asset Maximization
  • Insurance Solutions
  • New Generation Retirement
  • Social Security Maximization
  • Tax Strategies
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lord Wellington Investments, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Lord Wellington Investments, LLC, a Registered Investment Advisor in the State of Louisiana. Insurance products and services are offered through Lord Wellington Financial, Inc., an affiliated company. Lord Wellington Investments, LLC and Lord Wellington Financial, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Louisiana or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.