To learn more about our seminars, call our office at (800) 735-1850!
Tom has worked in the financial services industry since 1994. Prior to that, he was a Product Development Engineer with General Motors Corporation. Tom began his financial career with John Hancock, where he specialized in insurance analysis for individuals and small businesses. Tom credits his career to his passion and belief in providing a thorough and comprehensive approach in advising his clients manage their wealth. He has a genuine concern for their financial well-being and a unique belief that it is the firms’ obligation to provide direction in designing an appropriate investment, tax and estate plan.
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Tom’s work through the Alpha Wealth Group also involves hosting the weekly radio show, “The Alpha Wealth Hour” on WIND 560AM, which provides educational forums for corporations, senior groups, and community workshops.
Tom has Illinois Life and Health Insurance certifications, along with a Bachelor of Science in Electrical Engineering from GMI Engineering and Management Institute and an MBA from the University of Chicago.
Tom moved to Chicago in 2006 and currently resides in Glen Ellyn with his wife Kristen.
Bryan is a senior wealth manager with Alpha Wealth Group, helping families, individuals, and business owners plan for and work through life’s many challenging and exciting transitions. He believes in taking a holistic approach to financial strategies, starting with understanding each individual’s unique values, vision and aspirations for the future.
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His work also includes educational forums for corporations, senior groups, and community workshops. Bryan is a Registered Investment Advisor and holds a Series 65 license, as well as Illinois Life and Health Insurance certifications.
He is a loyal Midwesterner and enjoys traveling, reading and coaching basketball.
After attending Loyola University, Greg started his career in the financial industry at the Chicago Mercantile Exchange. After moving into derivative and option trading at the Chicago Board Options Exchange, Greg worked as a market maker for a medium-sized option trading firm. This led him to Hong Kong, where he worked with Salomon Brothers, a private investment bank.
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After coming back home to Chicago, Greg first worked for a boutique convertible bond arbitrage group, as well as trading his own book. Greg transitioned into the registered world when he worked for an independent introducing brokerage firm. Finally, Greg came to Alpha Wealth Group, where he feels his trading background helps him stress the importance of a disciplined and diversified investing approach to clients.
Greg currently lives in Wilmette with his wife, Beth, and their two sons. They are active in their parish, as well as with the local Boy Scouts Council.
Alpha Wealth Group is a financial firm designed to provide complimentary advisory services. Unlike most financial firms, Alpha Wealth Group prides itself on the belief that they are obligated to help their clients not only create a sold investment plan, but a solid overall plan. Our clients are confident that they have a complete estate and legacy plan in place while minimizing taxes today and for their beneficiaries. Our clients have taken the proper steps to protect their asset against unforeseen events, and we are proud to help each of them achieve a successful financial future.
At Alpha Wealth Group, we specialize in the following services:
The world of retirement planning is on the precipice of a new reality. The era of retirees being rewarded with a gold watch and lifetime pension after 35 years of work with a company has virtually disappeared. Alpha Wealth Group identifies and addresses potential risks and pitfalls while providing a straightforward approach to help you achieve your income and retirement goals.
Everyone prepares taxes, yet very few people have created a true tax plan. We can work with your tax counsel to provide a detailed tax plan designed to minimize taxes now, in the future, and as part of your succession plan.
Without proper estate planning, you and your loved ones could experience devastating outcomes. We believe that everyone should possess an estate plan to avoid these kinds of pitfalls. As we develop your multi-generational estate plan, we will first identify your goals and then work with a legal counsel to implement the proper framework.
Vulnerability with your finances should not be an option. It is critical to develop and implement an integrated asset protection strategy. With your authorization, we will work with tax, legal and investment professionals to reduce your possibility of losing assets to unwanted beneficiaries.
Our goal is to add “Alpha” to you and your family. “Alpha” is a financial term that, when achieved, results in a positive variance. We help our listeners achieve Alpha in many aspects of their overall plan by covering a broad range of topics like market updates and investment strategies, forward tax planning and estate and asset protection planning. We also invite industry experts on our show, such as prominent attorneys, tax advisors, and business owners, to provide their unique insight and ideas on adding “Alpha.”
Alpha Wealth Group
1815 S. Meyers Rd.
Oakbrook Terrace, IL 60181
P: (630) 519-4742
Toll Free: (800) 735-1850