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.
As Seen Or Heard On:
Read Our New 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.
Media
In The Know Radio Show
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)
