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Wealth Management Group, LLC

Headquartered in INVERNESS, IL

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Firm Information

Wealth Management Group, LLC is an investment advisor headquartered in Inverness, Illinois, with over $660 million in regulatory assets under management. They offer a range of services, including financial planning, pension consulting, and portfolio management for individuals, charitable organizations, corporations, and pension plans. Their team includes 10 licensed agents, 30 investment advisor representatives, and 28 registered representatives.

Wealth Management Group, LLC

1605 WEST COLONIAL PARKWAY

INVERNESS, IL 60067

$660.29M

Assets Under Management

8

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

WEALTH MANAGEMENT GROUP, LLC has a total of 6 branch locations across the country.
location

South Barrington, IL

location

Oak Brook, IL

location

Glen Ellyn, IL

location

Downers Grove, IL

location

INVERNESS, IL

location

Naperville, IL

Advisors at Wealth Management Group, LLC

View All 5 Advisors
Unclaimed
Bret James Mooney

CFC®, RA

South Barrington, IL

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Erik Gutierrez

RA

CHICAGO, IL

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Stephen Matthew Weber

RA

CHICAGO, IL

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Unclaimed
Kevin Edward Dawrant

CFP®, RA

DOWNERS GROVE, IL

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Unclaimed
Matthew Joseph Evans

CFP®, RA

NAPERVILLE, IL

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Kathleen Ann Gfrorer

CFP®, RA

SAN DIEGO, CA

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Unclaimed
Joseph Andrew Lyons

CFP®, CFC®, RA

South Barrington, IL

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Unclaimed
Craig George Bolanos

RA

DOWNERS GROVE, IL

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Disclosures

There are no public disclosures for Wealth Management Group, LLC.

Frequently Asked Questions (6)

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