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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Financial Advisor

Common Tax Errors to Avoid

Navigating the U.S. tax system can be challenging. Knowing how you need to file depends on your income and filing status as well as which tax breaks you can claim. Your taxes are your responsibility, even if someone assists you in filing them.

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Media

In The Know Radio Show

Sunday, June 21st, 2020
In The Know Radio with Craig G. Bolanos
Sunday, June 21st, 2020In The Know Radio with Craig G. Bolanos
Sunday, June 21st, 2020
“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 was recently on NBC 5 Chicago to discuss the Dow having its worst drop since 1987, and changing consumer behaviors that are slowing down the economy at a very rapid pace. He also advised that, even though it might seem daunting, people should look at their portfolio so they know how their money affects their short, intermediate, and long-term plans.

*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. No strategy assures success or protects against loss..(Click Image To View)

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