About Us
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 25 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.
Jim Koliatsis and Matthew Granzow are in charge of financial planning and portfolio analysis, while Ryan McCain and Greg Tong interview prospective clients and manage current customer relationships.
Jim Koliatsis, LPL Financial Planner, CFP®
Jim is a successful financial consultant and Managing Partner at KMG Private Wealth Management with over 10 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 Mangement one of Chicagoland's premier consulting groups.
Ryan W. McCain, Relationship Manager and Insurance Specialist, CFP®
Ryan is a CERTIFIED FINANCIAL PLANNER, CFP™ and has been advising clients for over 10 years. He lives in Lake Forest and is married to his lovely wife Kristin and has two children, Madison and Jackson. Ryan is an extremely proud alumni 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.
Matthew Granzow, Portfolio Analyst and Office Manager
Matt is a managing partner of KMG PRivate Wealth Management, LLC. Prior to co-founding the firm, Matthew worked with LaSalle Financial Services in Chicago. During his tenure at LaSalle, Matthew was responsible for managing a $60 million book of business that consisted of personal assets and small group retirement plans. As a Vice-president at LaSalle, Matthew was responsible for manging client assets along with training junior advisors.
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.
Services
- insurance
- 401K rollovers
- asset allocation
- estate planning
- income protection
- retirement planning
- brokerage services
- liability management
- educational planning
- tax efficient wealth transfer
- retirement plans for small businesses
- wealth management strategies for business owners
- concentrated stock strategies for diversification and liquidity
WealthVision
WealthVision offers an aggregated, comprehensive view of a client's financial portfolio, as well as features and functionality that enable more complete planning and deeper servicing of client needs.
Click here for a WealthVision demonstration
Contact us
KMG Private Wealth Management
4711 Golf Rd.
Suite 705
Skokie, IL 60076