Wellington Oak was established in October 1988, originally providing financial advice and wealth management to our esteemed clients in San Diego, California. Since relocating to Palm Springs, our organization has continued to grow on the foundation and examples set by our founders; Gregory Wellington and Preston Oak. Although now only serving in an advisory role, the morals and ethics they established Wellington Oak with continues to this day under the control of our CEO Roland Brodziak.
Leading our team of account managers is Morgan Wentworth, whom helps to advise our clients in creating sound investments, and a well balanced portfolio. We believe it is essential to take on higher risk investments, balanced with low risk investments to hedge against the rapidly changing times and world economy. Our expertise has consistently provided industry leading results for our clients around the world.