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Wealth Management Group LLC

Other monetary intermediation

Business Contact

Craig G. Bolanos Jr
Chief Executive Officer

    Contact Information

    Wealth Management Group LLC
    1605 W Colonial Pkwy Ste 100, Inverness, IL 60067
    Inverness
    Get Directions
    Closed now8:30 AM – 5:00 PM
    • Monday8:30 AM – 5:00 PM
    • Tuesday8:30 AM – 5:00 PM
    • Wednesday8:30 AM – 5:00 PM
    • Thursday8:30 AM – 5:00 PM
    • Friday8:30 AM – 5:00 PM
    • SaturdayClosed
    • SundayClosed
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    Business Description

    Wealth Management Group LLC is a small, independent, family-owned office of financial advisors offering a one-stop shop for asset management, financial planning, tax services, and estate planning. They are dedicated to serving affluent families and individuals with intricate wealth management needs and have been helping clients work toward financial security since 2003. Securities are offered through LPL Financial, member FINRA/SIPC. Visit www.investwithwmg.com for more information.

    Employees
    5
    Annual Sales
    $521,000
    Founded
    2003
    Years in Business
    23
    Parking
    Parking Lot
    Wheelchair Accessible
    Yes

    Industry: Legal and Financial » Finance other

    Engaged in:
    • Banks
    • Loan companies
    • Other activities auxiliary to financial service activities
    • Other monetary intermediation
    • Security and commodity contracts brokerage
    ISIC Codes
    6419, 6612, 6619
    NAICS Codes
    5221, 5239, 5231

    Questions & Answers

    1. 1.How long has Wealth Management Group LLC been in business?

      Wealth Management Group LLC has been in business for 23 years.

    2. 2.What is Wealth Management Group LLC's phone number?

      Wealth Management Group LLC's phone number is (847) 907-9600.

    3. 3.Where is Wealth Management Group LLC located?

      Wealth Management Group LLC is located at 1605 W Colonial Pkwy Ste 100, Inverness, IL 60067. Get Directions.

    4. 4.What are Wealth Management Group LLC's hours?

      Wealth Management Group LLC is open during the following hours: weekdays: 8:30 AM – 5:00 PM; weekends: Closed.

    5. 5.Who is the primary contact at Wealth Management Group LLC?

      The primary contact at Wealth Management Group LLC is Craig G. Bolanos Jr (Chief Executive Officer).

    6. 6.Who else works at Wealth Management Group LLC?

      Wealth Management Group LLC also has 3 other listed contacts: Susan Bourgeois, Wealth Management Group, Jason Doran.

    7. 7.What is Wealth Management Group LLC's website?

      Wealth Management Group LLC's website is investwithwmg.com.

    8. 8.What is Wealth Management Group LLC's annual sales?

      Wealth Management Group LLC has annual sales of approximately $521,000.

    9. 9.How big is Wealth Management Group LLC?

      Wealth Management Group LLC employs approximately 5 people.

    10. 10.How many employees does Wealth Management Group LLC have?

      Wealth Management Group LLC has approximately 5 employees.

    11. 11.Does Wealth Management Group LLC have parking?

      Yes — Wealth Management Group LLC has parking available.

    Historical Information

    Old business websites and emails that no longer exist, informational purposes only.

    susanb@w-m-s.com

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