Taxes

• Tax Planning
• Charitable Giving
  Diane LeRose earned an Executive Assistant Certification from Katharine Gibbs Secretarial School in Boston, Massachusetts. She joined Wallington Asset Management in 2010. Mrs. LeRose began her career in 1978 and has an extensive background supporting executives in the legal, insurance, education, and student loan industries. At Wallington Asset Management, Mrs. LeRose is responsible for providing administrative support outside of the client service area to Mr. Weiss; you will most likely encounter Mrs. LeRose as the first point of contact when visiting or calling. Additionally, Mrs. LeRose serves as Chair of the Wallington Charitable Giving Committee.

Investment

• Investment Management
  Wallington has served as a fiduciary partner to pooled retirement plan Trustees and participants for more than three decades. Through our Trustee-Directed Plan Services, we deliver proven, disciplined, actively managed individual securities portfolios generally reserved for institutions and individuals whose investable net worth exceeds $1 million. The result is a cost-effective, performance-driven employee benefit offering with complete cohesion between Investment Management and Trustee fiduciary decisions. See our
• Mutual Funds
  Many investors prefer or require the use of packaged financial products. Our securities expertise provides tremendous advantage in the management of mutual fund and exchange-traded fund portfolios, allowing us to serve clients with a more in-depth Capital Advisory experience than most advisors can provide. As with our Investment Management services, we incorporate the same unwavering investment and advisory principles into our Capital Advisory services to ensure your portfolio is directly tailored to your life stage, risk and return preferences, current financial picture, and goals. Our full exclusion of commission and soft-dollar arrangements allow us to remain truly independent in the selection and management of funds.
• Wealth Management
  Wallington was founded on a commitment to Investment and Wealth Management strategies that guide our clients down a path of long-term success. Our philosophy blends key Behavioral Finance principles with performance-driven securities management.

Accounting

• Accounting Services

Planning

• Financial Planning
  While most of our clients find our ongoing Wealth Management services exceed their advisory and planning needs, we offer full-scale Financial Planning which may incur an additional fee. Our Financial Planning process methodically reviews all aspects of your current and projected financial picture and provides thorough analyses and actionable recommendations in one comprehensive package. When you meet with our advisors for a Financial Planning analysis, you will discuss the following...
• Retirement Planning
  It is critical to identify realistic goals and objectives and set specific funding plans to achieve them. In this step, we guide you through retirement planning, education planning, specific needs analysis, and optimization of retirement income sources such as Social Security.
• Long Term Care
  Family protection allows you to secure your family’s financial future in the event of critical illness, long-term disability, or death. We help you create plans for emergency cash reserve funding, insurance protection, and long-term care, and review your estate documents and beneficiary designations.
• Asset Management
  Since 1988, Wallington Asset Management has served as an advocate and partner for our clients as they pursue their financial goals. With our client-centric philosophy, we have achieved a successful track record insulating clients from the firm-first mentality of Wall Street and navigating the complexities of various economic and financial market climates. Since our founding, we have successfully guided clients and investment portfolios through the two worst bear markets since the 1929 Stock Market Crash and Great Depression.
• College Funding