Welcome to Wealth Management Group
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Since 2003, we have been helping our clients in Chicago work toward financial security in retirement with our personalized financial planning approach to wealth management, accumulation, and preservation. Our mission at Wealth Management Group, is to guide you towards making the right decisions for your financial future. You will enjoy and appreciate the numerous benefits of being part of the Wealth Management Group family.
Wealth Management Group is comprised of experienced independent financial advisors and dedicated professionals who left the larger Wall Street Firms to form a company that provides objective, custom-tailored solutions to the clients we serve. We are different in that we treat our clients like family. We don’t focus on products for retirement, but first a strategy that aims to get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on investment management, retirement strategy, cash flow, tax, estate, and retiree health care. Our clients stay with us because we have conversations that run deep, way beyond how stocks perform.
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![WMG – Important Birthdays Guide 2024](https://www.investwithwmg.com/wp-content/uploads/2024/03/WMG-Important-Birthdays-Guide-2024-272x300.png)
Important Birthdays Over 50
Now the real fun begins! Before you begin planning your retirement, be sure to mark these important dates in your calendar. Starting at age 50, several birthdays – including “half-birthdays” – are critical to strategize for as they have crucial implications for your retirement future.
Media
In The Know Radio Show
Recent TV Appearances
During this "Common Cents" segment, Founder and CEO of Wealth Management Group Craig Bolanos joins Angela Miles to discuss the five key steps to take before investing in the stock market. He notes things like building an emergency fund, setting up a high-yield savings account, paying down debt, and more.
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
*Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. Wealth Management Group and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.