Wealth Management Group

Located in Inverness, Illinois, Wealth Management Group LLC has been helping clients work towards financial security with a professional approach to wealth planning, accumulation and preservation. Since opening in 2003, the company's mission has been clear - to inspire clients to make informed decisions through education, communication and service which will far exceed their needs and guide them towards a successful financial future. They provide services including asset management, financial planning, tax services, and estate planning. Their independent approach for individuals and families is 100% independent, objective, and free from proprietary products and sales quotas. This approach is supported by LPL Financial, the nation's largest independent broker/dealer. The majority of our advisors at the group have attained AIF® designation and have the knowledge of a Global Fiduciary Standard of Excellence and apply this global standard into their own practice.