Our Services
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 planning & estate strategies, and retiree health care planning. Our clients stay with us because we have conversations that run deep, way beyond how stocks perform.
Our mission is to guide you towards making the right decisions for your financial future.
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Investment Management
TAILORED SOLUTIONS TO MEET YOUR UNIQUE GOALS
Our open architecture investment platform allows us to invest in active and passive solutions as well as public and private investment vehicles. Our investment strategy is tailored to your financial plan, not simply market benchmarks. We have a range of solutions and partners in the industry that enable a tailored set of solutions to serve our clients’ goals.
LONG TERM FOCUS
We focus on delivering returns with long-term growth potential using tried-and-true principles and positive business perspectives rather than short-term growth influenced by market noise.
EFFECTIVE RETIREMENT INCOME
We utilize 21st century investment strategies that are built to address the challenges of historically low interest rates and rising life expectancies.
RESEARCH-DRIVEN PROCESS
We use an intensive decision-making process when choosing our investments that stresses a deep understanding of the underlying business to identify all potential risks. Our research focuses on identifying investment themes we believe to be in a long-term positive trend.
ALIGNED INTERESTS
Our employees invest alongside our clients' assets to ensure aligned interests and accountability.
Financial Planning
WEALTH PLANNING
Our financial planners will develop a comprehensive wealth accumulation and preservation plan that best addresses your financial needs and goals, spanning across tax planning, asset allocation, investment research, and estate distribution.
RISK MANAGEMENT PLANNING
Our risk management team will evaluate your non-financial risks, such as umbrella coverage, long term care coverage, life coverage, and medical coverage to be sure the unexpected does not put a halt on your future retirement.
SMALL BUSINESS PLANNING
Our business planning professionals will consult with you to evaluate or establish employee retirement plans, executive compensation, and business buy-sell strategies. We will meet with you and/or the key team members of your organization, on a complimentary basis, to explore how we can best meet your needs.
Tax Strategies
Wealth Management Group provides a complete array of tax planning services, such as tax strategy and planning, tailored specifically for the needs of high net worth individuals and families. Understanding tax laws, staying abreast of changes, and finding opportunities takes a full-time commitment. We provide tax planning services with a keen awareness and command of tax law and how it pertains to your investments and estate plan.
THE FACTS ABOUT INCOME TAX
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Wealth Management Group and LPL Financial do not provide tax advice or services.
Estate Planning
What will your legacy be? Oftentimes, we feel that our families and certain charitable organizations should be beneficiaries after a lifetime of work… but don’t forget our government, they want their piece too! Our professionals are here to work with your existing trusted advisors, which include your attorney and CPA, and help you with your estate plan and to navigate current tax law. Additional estate planning topics include:
- Medical Power of Attorney: Under HIPAA law, you must provide consent for doctors to release information about you
- Durable Power of Attorney: Regulate the assets of an incapacitated individual without prior approval from the court
ESTATE MANAGEMENT 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Wealth Management Group and LPL Financial do not provide legal advice or services.
ABOUT DAVE RAMSEY & SMARTVESTOR PRO
Known for his financial literacy programs, Dave Ramsey has helped thousands of families become debt free through his Financial Peace University classes. As part of this process, Dave has built the SmartVestor Pro (SVP) program for families to receive investment advice from qualified professionals.
For many years Craig Bolanos and David Bolanos have fulfilled their roles as SmartVestor Pros, inspiring clients to make informed decisions through education, communication, and service which exceeds their expectations.
WE AGREE TO THE SMARTVESTOR CODE OF CONDUCT
We believe everyone deserves access to solid, professional investing guidance. As a SmartVestor Pro, we strive to provide this based on our experience in the industry and our drive to help others.
WE PROVIDE A REFRESHING TWIST ON FINANCIAL PLANNING
We have the heart of a teacher, not the attitude of a salesman. We are people you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you pursue your goals.
WE CARE ABOUT YOUR FUTURE
We are more than “financial planners” – we are a team you can relate to and share your dreams with. We will fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey, SmartVestor nor individuals(s) that are part of the SmartVestor program are affiliates of Wealth Management Group or LPL.
SmartVestor™ is an advertising service for investing professionals. Advertising fees paid by the SmartVestor Pros are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro.
Private Trust Services
You’ve worked hard to build and maintain your wealth, and probably want your heirs to do the same. A trust can make this easier by allowing you to retain some control over how your wealth is used, even after you’ve passed away. Possibly even more important than the Trust document is the choice of Trustee: this is the person who will ultimately work to carry out your wishes and interact with your loved ones.
Wealth Management Group, a Trust Representative Office of Private Trust Company, can help you with your estate planning needs. If you are thinking about your legacy and are considering or have a Trust, we can tell you about our Trust planning services which integrate professional guidance with technology. A solid estate plan is an important part of an overall financial plan, and we can help execute it according to your wishes.
Why consider Private Trust Company for your estate planning needs?
