INVESTMENT
MANAGEMENT

The number and diversity of investment choices available today are staggering.

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FINANCIAL
PLANNING

Wealth Planning, Risk Management Planning, and Small Business Planning.

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TAX
STRATEGIES

Wealth Management Group provides a complete array of tax planning services.

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ESTATE
PLANNING

What will your legacy be? What will you leave for your loved ones?

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SMARTVESTOR
PRO

We believe everyone deserves access to solid, professional investing guidance.

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PRIVATE TRUST
SERVICES

The experience to provide expertise of trust administration.

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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!

5 Steps Guide

5 Steps to Smart Retirement Planning Guide

It’s a New Year, and that’s something to celebrate! This year is the year for a renewed focus on planning and preparation in five key areas of retirement planning. These are building blocks of any solid retirement plan, and this guide will detail each one. Whether 2021 is the year when you retire or not, it’s the year to create a truly comprehensive retirement plan that addresses each of these areas.

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Media

In The Know Radio Show

Sunday, February 21st, 2021
In The Know Radio with Craig G. Bolanos
Sunday, February 21st, 2021In The Know Radio with Craig G. Bolanos
Sunday, February 21st, 2021
“In The Know” Radio covers a wide variety of financial topics surrounding retirement, investing, and estate planning. Host, Craig G Bolanos, brings a new perspective to financial radio by focusing on actionable items that main street investors can utilize without a product-centered approach.

Recent TV Appearances

Craig Bolanos, CEO and founding partner of Wealth Management Group, talked about tax filing strategies and things we should remember when preparing to file including claiming unemployment benefits, how charitable donations will work this year, if home office expenses are deductible for those working from home or part of the gig economy, etc

*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. International investing involves special risks, such as currency fluctuation and political instability and may not be suitable for all investors. The economic forecasts set forth may not develop as predicted. (Click Image To View)

RADIO ARCHIVES
TV ARCHIVES