KMG Private Wealth Management
Your well-being is our most important investment.
Our team focuses on transforming your goals into tangible realities by building
relationships founded on trust. We empower our clients with expert advice and
personalized financial planning strategies, thereby providing you with the freedom
to discover your dreams, goals and objectives in life.
Experience the KMG advantage.
KMG Private Wealth Management is headquartered in the North Shore of Chicago serving clients across the nation. Our
experienced, dedicated wealth management team is responsible for managing assets for select families and business owners.
KMG Private Wealth Management offers the following services:
✓ 401K rollovers
✓ Asset allocation
✓ Financial planning
✓ Educational planning
✓ Business Retirement Plan Consulting
✓ Retirement planning & Income Protection
✓ Insurance Planning & Liability Management
✓ Estate planning & Tax Efficient Wealth Transfer
✓ Concentrated stock strategies for diversification and liquidity
Select from the above for more information.
KMG Private Wealth Management offers the following services:
✓ 401K rollovers
✓ Asset allocation
✓ Financial planning
✓ Educational planning
✓ Business Retirement Plan Consulting
✓ Retirement planning & Income Protection
✓ Insurance Planning & Liability Management
✓ Estate planning & Tax Efficient Wealth Transfer
✓ Concentrated stock strategies for diversification and liquidity
Select from the above for more information.
Charities
A portion of KMG's revenue is donated to the charity listed below on an annual basis.
Imerman Angels connects a person fighting cancer today ("cancer fighter") with
someone who has beaten the same type of cancer ("cancer survivor").
Although Imerman Angels is Chicago based, they partner cancer fighters and survivors of all types of cancer across the United States and the world. KMG Private Wealth Management is proud to support this inspirational charity.
Imerman Angels
connects a person fighting cancer today ("cancer fighter") with
someone who has beaten the same type of cancer ("cancer survivor").
Although Imerman Angels is Chicago based, they partner cancer fighters and survivors of all types of cancer across the United States and the world. KMG Private Wealth Management is proud to support this inspirational charity.
KMG Accounting (Individuals and services are not affiliated with nor endorsed by LPL Financial)
William Mitchell
4711 Golf Road, Suite 705
Skokie, IL 60076
847.929.5350 (Phone)
847.929.5352 (Fax)
bill@kmgtaxplanning.com
4711 Golf Road, Suite 705
Skokie, IL 60076
847.929.5350 (Phone)
847.929.5352 (Fax)
bill@kmgtaxplanning.com
John Kwarcinski, E.A.
4711 Golf Road, Suite 705
Skokie, IL 60076
847.929.5350 (Phone)
847.929.5352 (Fax)
john@kmgtaxplanning.com
4711 Golf Road, Suite 705
Skokie, IL 60076
847.929.5350 (Phone)
847.929.5352 (Fax)
john@kmgtaxplanning.com
Recommended Partners (Individuals and services are not affiliated with nor endorsed by LPL Financial)
Real Estate
George Metinidis
Keller Williams Realty Partners
700 Busse Highway
Park Ridge, IL 60068
847.685.8300
Keller Williams Realty Partners
700 Busse Highway
Park Ridge, IL 60068
847.685.8300
Mortgage Bankers
James P. Burke
Sr. Branch Manager
Flagstar Bank
939 W. North Avenue
Suite 750
Chicago, IL 60642
312.316.2794
Sr. Branch Manager
Flagstar Bank
939 W. North Avenue
Suite 750
Chicago, IL 60642
312.316.2794
Estate Planning Attorneys
Michael Rhoades
Law Offices of Kovitz, Shifrin, and Nesbit
750 Lake Cook Road, Suite 350
Buffalo Grove, IL 60089
847.537.0500
Law Offices of Kovitz, Shifrin, and Nesbit
750 Lake Cook Road, Suite 350
Buffalo Grove, IL 60089
847.537.0500
Donald A. Levy
Law Office of Donald A. Levy, Ltd.
4711 Golf Rd, Suite 708
Skokie, IL 60076
847.568.1300
Law Office of Donald A. Levy, Ltd.
4711 Golf Rd, Suite 708
Skokie, IL 60076
847.568.1300
Employee Health Benefits
Chris Zweidinger, RHU
Assurance Agency
1750 East Golf Road
Schaumburg, IL 60173
847.463.7339
Assurance Agency
1750 East Golf Road
Schaumburg, IL 60173
847.463.7339
LPL
WealthVision (Click for a demonstration)
LPL Financial Homepage
Research
Wall Street Journal
Chicago Business (Crain's)
Morningstar
Charity Research
WealthVision (Click for a demonstration)
LPL Financial Homepage
Research
Wall Street Journal
Chicago Business (Crain's)
Morningstar
Charity Research
Resources
IRS
Social Security
Financial Calculators
Retirement Planning
College Savings Calculator
Mortgage Payoff
Beneficiary Required Minimum Distributions
IRS
Social Security
Financial Calculators
Retirement Planning
College Savings Calculator
Mortgage Payoff
Beneficiary Required Minimum Distributions
KMG Private Wealth Management financial consultants are associated with the national independent brokerage firm LPL Financial. Our managing partners have been advising clients for over 30 years combined and are free to recommend products and services that are suitable for your needs, because LPL does not offer any proprietary products with any investment or insurance company. This enhances our services and extends the integrity of our advice.
Select below to learn more about our team:
Select below to learn more about our team:
Jim Koliatsis, LPL Financial Planner and Investment Manager, CFP®
is a successful financial consultant and Managing Partner at KMG Private Wealth Management with over 13 years experience in the financial industry helping clients and their families plan for their financial future that goes beyond making investments. Jim, a CERTIFIED FINANCIAL PLANNER™, has broad knowledge of the markets and the overall economy and uses this skill set to partner up with clients to work toward their life goals. Jim's industry experience and management skills have made KMG Private Wealth Management one of Chicagoland's premier consulting groups.
Ryan W. McCain, Relationship Manager and Insurance Specialist, CFP®
is a CERTIFIED FINANCIAL PLANNER, CFP™ and has been advising clients for over 10 years. Ryan is an extremely proud alumnus of Ohio State University. Ryan is very involved in their alumni organization in the greater Chicago area and bleeds Scarlet and Gray for his beloved Buckeyes. Ryan is also an active "Angel" in the charitable organization of Imerman Angels, a one-on-one cancer support non-for-profit organization that is growing into a household name.
Ryan plays washed up Men's League hockey, enjoys the outdoors and is avidly working to become less embarrassing on the golf course.
Greg Tong, Marketing Manager and Product Specialist
With eight years in the financial services industry, Greg has valuable experience from both UBS Paine Webber and LaSalle Financial Services. With a Bachelors degree in Interdisciplinary Studies from Arizona State University, Greg uses his ability and training to recognize your experiences, background, and viewpoints in helping you come up with the proper path to your financial course. As an active member of the Green Oaks/Libertyville Trusted Referral Network and volunteer with Imerman Angels , Greg continues to pursue his personal and professional goals of helping others.
Thomas Muscarella, Client Service Manager
joined KMG Private Wealth Management as Client Service Manager in April 2011. Prior to joining KMG, Thomas attended Virginia Tech where he majored in Finance, Insurance and Business Law.
As a graduate of Virginia Tech’s CFP® board registered program, Thomas has had extensive experience in managing finance, administration, operations and investor relations. Throughout his tenure at Virginia Tech, Thomas constantly emphasized the importance of philanthropy in each of his leadership positions. He enjoys adding to his breadth of experience by sustaining leadership roles in various non-profit organizations, such as the Best Shot Foundation. When he isn’t assisting clients, Thomas enjoys traveling, golfing, and supporting his beloved Hokies.
set by LPL Financial
KMG Private Wealth Management
4711 Golf Rd.
Suite 705
Skokie, IL 60076
Main Office: 847.679.7889
Office Fax: 847.679.7898
General email: info@kmgprivatewealth.com
4711 Golf Rd.
Suite 705
Skokie, IL 60076
Main Office: 847.679.7889
Office Fax: 847.679.7898
General email: info@kmgprivatewealth.com
Copyright 2012 - KMG Wealth Management. All Rights Reserved. Securities & Financial Planning offered through LPL Financial. Member FINRA. Visit
www.finra.org . Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure,
please visit www.sipc.org .
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