KMG Private Wealth Management

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KMG Private Wealth Management

Your well-being is our most important investment.

Our team seeks to transform your goals into tangible realities by building relationships founded on trust. We empower our clients with comprehensive 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 & Income Planning
✓ Insurance Planning & Liability Management
✓ Estate Planning & Wealth Transfer Services
✓ Concentrated Stock Strategies

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.

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

John Kwarcinski, E.A.
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

Mortgage Bankers

James Burke
Vice President
Fifth Third Bank
222 S. Riverside
Chicago, IL 60601
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

Donald A. Levy
Law Office of Donald A. Levy, Ltd.
4711 Golf Rd, Suite 708
Skokie, IL 60076
847.568.1300

LPL Financial

LPL Financial Homepage

Research

Wall Street Journal
Chicago Business (Crain's)
Morningstar
Charity Research

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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 40 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:

Jim Koliatsis, LPL Financial Planner and Investment Manager, CFP® is a successful financial consultant and Managing Partner at KMG Private Wealth Management with over 17 years experience in the financial industry helping clients and their families plan for their financial future that goes beyond making investment recommendations. 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 helped KMG Private Wealth Management establish itself as a well known Chicagoland financial group.

Ryan W. McCain, Relationship Manager and Insurance Specialist, CFP® is a CERTIFIED FINANCIAL PLANNER™, and has been advising clients for over 15 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 over 10 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 CFP®, 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 experience managing finance, administration, operations, and investor relations. Throughout his tenure at Virginia Tech, Thomas constantly emphasized the importance of philanthropy in each of his previoius leadership positions including the Best Shot Foundation. When he isn’t assisting clients, Thomas enjoys traveling, golfing, and supporting his beloved Hokies.

Dan Riesmeyer, Financial Consultant is licensed through LPL Financial with Series 7, 63, 65 security registrations along with his life and health insurance license. He has been with KMG Private Wealth Management since 2010, initially as a summer intern during his undergraduate years, and came on board June, 2012 in a full-time capacity after graduating from the Farmer's School of Business at Miami University. Dan manages new accounts, alternative investment implementation, and is the product sponsor liaison. He oversees back office operations and ensures the functionality of the account management process.

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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

Copyright 2016 - KMG Private Wealth Management. All Rights Reserved. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. KMG Private Wealth Management and IHT Wealth Management are separate entities. No strategy ensures success or protects against loss. The LPL Financial representatives associated with this site are registered to discuss and transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MA, ME, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI.