Our AffiliatesWe provide financial and retirement planning services through Lord Wellington Investments, LLC and Lord Wellington Financial, Inc., two affiliates that are wholly-owned by Greg Kennedy. Through these affiliate companies, we can cover all of our client’s financial needs. Click here for more details. Lord-Wellington.com
The decision to enter into this arena was made in 2007 after observing how our then existing CPA clients were making poor financial decisions because they were working with companies that only cared about selling them a product and then moving on to the next potential customer. The approach worked well for the other companies…but not so well for our CPA clients.