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BBB Business Review

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BBB Accredited Business since

Wealth Management Group, L.L.C.

Additional Locations

Phone: (847) 907-9600 1605 W Colonial Pkwy, Inverness, IL 60067 View Additional Email Addresses http://www.investwithwmg.com


BBB Business Reviews may not be reproduced for sales or promotional purposes.

Description



Wealth Management Group, LLC, is a financial planning and consultation service which provides tax preparation and retirement planning. Located in Inverness, IL, this company serves individuals in Barrington, Palatine, Arlington Heights, Hoffman Estates, Carpentersville, Deer Park, and Barrington Hills. The company was founded in 2003 and has been featured in Newsweek, Money, Quintessential Barrington, Barron's, and The Ledger.

This company provides asset management and financial planning. Asset management involves four steps: identifying positive investment themes, determining best investment strategies, utilizing multiple analytics tools, and monitoring investment trends to enhance continued investment behavior. Some of the asset sectors and classes which Wealth Management Group utilizes include preferred stocks, large capitalization stocks, emerging market securities, market neutral strategies, convertible bonds, treasury inflation-protected securities, municipal bonds, high-yield bonds, corporate bonds, government securities, precious metals, managed futures, master limited partnerships, energy, and agriculture. These strategies are combined with risk management and careful analysis of the market trends to ensure that the client's money is protected and the safest options with the best yields are chosen.

The other element of service which this company provides is financial planning. This includes wealth planning (such as taxes and asset allocation), tax planning and preparation, estate planning, risk management planning, small business planning, and trust services. Trust services are provided through an entity called The Private Trust Company which offers administration, tax impacts and reporting, compliance matters, and fiduciary accountability.

Visit the website for Wealth Management Group, LLC, to learn more about the services offered by this company, view their videos and press releases, read articles written about their services, and contact the company to schedule a consultation.


BBB Accreditation

A BBB Accredited Business since

BBB has determined that Wealth Management Group, L.L.C. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised the rating for Wealth Management Group, L.L.C. include:

  • Length of time business has been operating
  • No complaints filed with BBB


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Wealth Management Group, L.L.C.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: August 13, 2012 Business started: 02/03/2003 Business started locally: 02/03/2003 Business incorporated 09/14/2006 in IL
Type of Entity

Limited Liability Company (LLC)

Business Management
Mr. Craig Bolanos, Founding Partner, CEO
Contact Information
Principal: Mr. Craig Bolanos, Founding Partner, CEO
Business Category

Investment Advisory Service Retirement Planning Service Financial Services Risk Management Estate Planning & Management Tax Return Preparation Financial Planning Consultants Investment Advice (NAICS: 523930)

Products & Services

This company offers financial planning including asset management, estate planning, tax planning risk management planning, small business planning and trust services.

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BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.