George Wellons Wealth Group | Financial Advisors

As financial guardians, we aim to help grow and protect your wealth as we guide you through a complex financial world.

Strategies for Individuals, Families, and Business Owners

Whether it's preparing for the retirement lifestyle you’ve envisioned, leaving a legacy for generations to come, or funding education for loved ones, we can help you make the appropriate decisions to guide you now—and for the future.

See Our Strategies

Retirement Planning

Tax Strategies

Charitable Giving

Business Planning

Estate Planning

Portfolio Management

A Dedicated Team

Our competent and experienced team will learn where you want to take your financial life and will help get you there, taking care of all the details along the way.

Meet Our Team

Jeremy R. George, CFP^®

Managing Partner

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Eric Wellons

Senior Partner

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Jared Peters

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Jenni Morrison

Client Services Director

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Align Your Money With
Purpose

There is more to life than worrying about your finances. Our mission is to minimize your stress, so you are free to live a more fulfilling life.

See Our Approach

Giving Back

At George-Wellons Wealth Group, we believe it is more blessed to give than receive. We are passionate about supporting organizations that bless others.

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