Welcome to Wealth Management Group
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Since 2003, we have been helping our clients in Chicago work toward financial security in retirement with our personalized financial planning approach to wealth management, accumulation, and preservation. Our mission at Wealth Management Group, is to guide you towards making the right decisions for your financial future. You will enjoy and appreciate the numerous benefits of being part of the Wealth Management Group family.
Wealth Management Group is comprised of experienced independent financial advisors and dedicated professionals who left the larger Wall Street Firms to form a company that provides objective, custom-tailored solutions to the clients we serve. We are different in that we are a family office – and the clients we engage become part of our family. We don’t focus on products for retirement, but first a strategy that aims to get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on investment management, retirement strategy, cash flow, tax, estate, and retiree health care. Our clients stay with us because we have conversations that run deep, way beyond how stocks perform.
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Read Our New Guide!
2020 Tax Planning Guide
The countdown begins. Once the clock rolls us into 2020, tax season gets underway. Deductions from your paychecks and other income sources will begin counting for the New Year. In this guide, we’ll explore ways you could be affected by the 2019 changes to the tax law.
Media
In The Know Radio Show
Recent TV Appearances
On September 3rd, Craig Bolanos joined the Business First AM show with Angela Miles to discuss the enormous number of parents caught in a college cash-crunch and how to get out. Craig explained that parents are over $89 billion in student loan debt and that this crisis can prevent people from retiring. He encourages parents to educate their children to keep their GPA’s and test scores up so they may qualify for scholarships that can help pay for college. Angela also asked him about the two-by-two strategy, and Craig responded that community college is a great, low-cost way to get general studies credits. He also advised parents to select loans intelligently – both student loans, and parent loans. (Click Image To View)
