BBB Accredited Business sinceAdditional Locations
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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.
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
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Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Craig Bolanos, Founding Partner, CEO
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.