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Business Profile

Investment Advisory Services

Wealth Management Group, L.L.C.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(847) 907-9600

About

Overview

Wealth Management Group, L.L.C.

1605 W Colonial Pkwy

Inverness, IL 60067-1224

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BBB Accredited Since: 5/1/2014

Years in Business: 22

BBB Accreditation & Rating

Wealth Management Group, L.L.C. is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

About This Business

Wealth Management Group, LLC, provides asset management and financial planning. Asset management involves four steps: identifying positive investments, determining the best strategies, utilizing multiple analytics tools, and monitoring trends to enhance continued investment behavior. Asset sectors and classes that Wealth Management Group utilize include preferred and 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 Wealth planning (such as taxes and asset allocation) including tax planning and preparation, estate planning, risk management planning, small business planning, and trust services.

Products and Services

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

Business Details

Local BBB:
BBB of Chicago & Northern Illinois
BBB File Opened:
8/13/2012
Business Started:
2/3/2003
Business Started Locally:
2/3/2003
Business Incorporated:
9/14/2006
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Craig Bolanos, Founder/CEO

Additional Contact Information

Principal Contacts
Mr. Craig Bolanos, Founder/CEO
Customer Contacts
Mr. Craig Bolanos, Founder/CEO
Fax numbers
Primary Fax: (847) 907-9601
Social Media

Additional Information

Other Resources
Certified Financial Planner Board of Standards, Inc.
1425 K Street NW
Washington DC 20005
http://www.cfp.net/
Financial Industry Regulatory Authority

Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]
Business Categories
Investment Advisory Services, Financial Services, Financial Planning Consultants, Retirement Planning Services, Estate Planning and Management, Risk Management

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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