Services

Wellman Capital Management, Inc., is a Personal Financial Services business where you will work directly with Tim on your Financial Planning needs.

Tim's first priority is to help you achieve what’s important to you and your family.

Our investment management services are based upon a comprehensive analysis of your needs and objectives. We recognize that investment needs and objectives vary according to each family’s personal circumstances and time horizons. Our evaluation process helps us determine your risk tolerance and develop an investment strategy appropriate for you.

With over 28 years' experience and having experienced several market cycles Tim  is uniquely qualified to work with you in building a long-term relationship that encourages open and honest communication.