INVESTMENT
MANAGEMENT

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

LEARN MORE

FINANCIAL
PLANNING

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

LEARN MORE

TAX
STRATEGIES

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

LEARN MORE

ESTATE
PLANNING

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

LEARN MORE

SMARTVESTOR
PRO

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

LEARN MORE

PRIVATE TRUST
SERVICES

The experience to provide expertise of trust administration.

LEARN MORE

Welcome to Wealth Management Group

Request Your Complimentary, No Obligation Virtual Review

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.

As Seen Or Heard On:

Sun
AM 560
Fox 32
WGN
US
Huffpo
Money
WBBM
Forbes

Read Our New Guide!

Helpful Tax Planning Tips Guide

5 Helpful Tax Planning Tips Guide

After a tumultuous 2020, the 2021 tax season could be complicated and confusing: The CARES Act could affect your tax situation this year, as could any changes to your personal finances in the last year. There are many factors that can impact whether your taxes will increase. In addition to changes to your tax bracket and deductions, (such as the number of dependents), there are other aspects of your overall tax strategy to address.

DOWNLOAD NOW
VIEW MORE USEFUL GUIDES

Media

In The Know Radio Show

Sunday, April 11th, 2021
In The Know Radio with Craig G. Bolanos
Sunday, April 11th, 2021In The Know Radio with Craig G. Bolanos
4 plays
Sunday, April 11th, 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 talked about the extended tax deadline and a few things to remember when filing 2020 taxes: stimulus money is not taxable, those who didn’t receive stimulus money can claim the recovery rebate on their tax returns, unemployment up to a certain amount is tax-free, home office deductions can be claimed by self-employed workers but not W2 employees, standard deduction changes and more.

*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