BBB Accredited Business Profile

Wealth Management Group, L.L.C.

Wealth Management Group, L.L.C.

(847) 907-9600

Wealth Management Group, L.L.C.

14 years in business
1605 W Colonial Pkwy
Inverness, IL 60067-1224
Additional Email Addresses
  • wealthmanagementgroup@lpl.com
  • leslie.bolanos@lpl.com
BBB File Opened: 08/13/2012
Business Started: 02/03/2003
Business Started Locally: 02/03/2003
Business Incorporated: 09/14/2006 in IL
Type of Entity
Limited Liability Company
Business Management
  • Mr. Craig Bolanos, Founding Partner, CEO
Business Category
  • Investment Advisory Service
  • Financial Planning Consultants
  • Retirement Planning Service
  • Financial Services
  • Risk Management
  • NAICS: Investment Advice
  • Estate Planning & Management
  • Tax Return Preparation

Products & Services
This company offers financial planning including asset management, estate planning, tax planning risk management planning, small business planning and trust services.
Service Area
We service the following area(s): West Suburbs (Kane & DuPage)
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business

A+

Overview



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.

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BBB Reason for Ratings

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

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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 substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Wealth Management Group, L.L.C.

Wealth Management Group, L.L.C.

BBB ACCREDITATION SINCE 05/01/2014

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