The Wealth Management Group Difference

We’re Independent
Our professional financial planning services for individuals and families in the Chicago area are objective and free from proprietary products and sales quotas.

Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer (As reported by Financial Planning magazine, June 1996-2018, based on total revenue.) The firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.

We’re Fiduciaries

A fiduciary is someone who has been entrusted with the responsibility of managing the assets of another person and who is required to always act in the best interests of their client, beneficiary, or the retirement plan participant. Professionals who have attained AIF® (Accredited Investment Fiduciary) designation have acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries. An AIF® designation represents that person’s knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into their own practice. 

Accredited Investment Fiduciary- AIFWhile the practices are available to all advisors, only those who have earned the AIF® Designation are formally recognized by the Center for demonstrating a full understanding of how to implement those processes to help individuals and families pursue their investment goals in a responsible and accountable manner. AIF® Designees are committed to using the knowledge and resources they have gained through their training to:

  • Employ uniform, industry-recognized processes for developing a personalized investment strategy based solely on your specific investment needs
  • Apply objective, comprehensive standards for evaluating and recommending investment options for your portfolio
  • Monitor and report the performance of your portfolio and its underlying investments on an ongoing basis, and recommending changes when necessary
  • Conduct ongoing reviews of his or her business practices to ensure fiduciary principles are being properly applied

Designees are also trained to evaluate the fiduciary practices of investment stewards such as 401(k) and defined benefit plan sponsors and those responsible for managing endowment and foundation assets.

To maintain the Designation, AIF® Designees must complete continuing education training to keep up to date with changes in the industry and the ongoing evolution of legal requirements under the fiduciary standard. They also must recognize and formally affirm the principles and obligations stated in the Designee Code of Ethics, which governs their professional and ethical conduct.

Our Team

You will enjoy and appreciate the numerous benefits of being part of the Wealth Management Group family. Since 2003, we have been helping our clients work toward financial security with our personalized approach to wealth planning, accumulation, and preservation.

Craig Bolanos

Craig G. Bolanos, Jr.
Founding Partner & CEO

Leslie M. Bolanos

Leslie M. Bolanos
Founding Partner & COO

Michael E. Sullivan, AIF

Michael E. Sullivan
Managing Director
Wealth Advisor

David J. Bolanos, AWMA

David J. Bolanos
Managing Director
Wealth Advisor

Nate Freeman, CIMA

Nate Freeman
Wealth Advisor

Patrick J. Crowley, AWMA

Patrick J. Crowley
Vice President of Operations

Jeffrey M. Innocenti

Jeffrey M. Innocenti
Director of Trading Operations

Thomas J. Gruszka, CFP

Thomas J. Gruszka
Director of Financial Planning

Sonya Castella

Sonya Castella
Senior Operations Associate

Lisa Belmonte

Lisa Belmonte
Director of Client Development

Denise Coniglio

Denise Coniglio
Operations Associate

Magen Rafalzikr

Magen Rafalzik
Administrative Assistant