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September 2020

Hello everyone,

All of us at Weller Group hope that you and your loved ones continue to be healthy and safe. It has been a long 6 months navigating these unprecedented times, and we thank you for your patience and cooperation with our business operations.

Our office building continues to only be open for employees until further notice. As schools and other businesses reopen, we will continue to follow the social distancing requested by our government. In instances where a client needs to enter the building for extraordinary circumstances, we ask that you schedule a specific time so that staff can be prepared to meet you in reception, and please wear a mask.

We are available by phone at 315-524-8000 during normal business hours, and continue to schedule meetings both by phone and virtually. If you would like to schedule a meeting you can call or email us, or use the scheduling links available on our Meeting Request page.

If you have any paperwork to deliver to us, you can deposit it into the locked dropbox outside of our front entry door, which is checked frequently throughout each business day, or mail it to our office. 


  • Visit our new website at www.wellergroupllc.com for important news, information and resources.
  • Call us at 315-524-8000
  • Text us at 315-524-8000 (please do not send confidential or sensitive information via text)
  • Email us at info@wellergroupllc.com
  • Send secure messages through Investor360 - if you do not have an Investor360 account or need assistance with your login, please call our office.


Coronavirus Communication Updates

Understanding the Disconnect Between Consumers and the Stock Market

A Complete Industry Breakdown of the S&P 500 Index

4 Areas of Your Estate Plan to Review in Light of Covid-19



The market update for August 31, 2020 is now available to read here.


Tim Weller provides weekly market updates every Monday here.


Managing principal and chief investment officer at Commonwealth Financial Network®, Brad McMillan, recaps the market and economic news for August in this video, available at https://vimeo.com/channels/966267

If you have any questions regarding market conditions, please feel free to contact Weller Group at 315-524-8000.