If yes, click here to login.
BBB Accredited Business sinceAdditional Locations
BBB Business Reviews may not be reproduced for sales or promotional purposes.
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.
Request a Quote
View Business Review Inquiries
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 affect 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
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0|
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.
What is a BBB Business Review?
We offer free reviews on businesses that include background, licensing, consumer experience and other information such as governmental actions that is known to BBB. These reviews are provided for businesses that are BBB accredited and also for businesses that are not BBB accredited.
About BBB Business Review Content & Services:
Some Better Business Bureaus offer additional content & services in BBB Business Reviews.
The additional content & services are typically regional in nature or, in some cases, a new product or service that is being tested prior to a more general release.
Not all enhanced content & services are available at all Better Business Bureaus.
Types of Complaints Handled by BBB
BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:
- Advertising or Sales
- Billing or Collection
- Problems with Products or Services
- Guarantee or Warranty
We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.
BBB Complaint Process
Your complaint will be forwarded to the business within two business days. The business will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the business's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
What is BBB Advertising Review?
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to prove their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
What government actions does BBB report on?
BBB reports on known government actions that are relevant to the business's marketplace dealings with the public.
BBB Reporting Policy
As a matter of policy, BBB does not endorse any product, service or business.
BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.
BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.
Additional Email Addresses
Complaint Trends - Last 3 Years
Customer Review Trends
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.
BBB Letter Grade Scale
Star Rating scale
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.