Business Details
16 Years
experience
Your Trusted Partner for Financial Planning in Chicago
Alpha Wealth Group is a comprehensive wealth management firm dedicated to helping individuals, families, and business owners achieve financial security in retirement. Founded in 2010, our independent advisory services focus on personalized retirement income planning, investment management, tax strategies, and risk mitigation. With decades of combined experience, our team prioritizes transparency, client education, and tailored financial solutions. We utilize advanced tools to maximize Social Security benefits, protect retirement savings from market volatility, and create sustainable income streams.Our client-centered approach emphasizes long-term relationships built on trust and accountability. We offer educational resources through radio programs, workshops, and complimentary retirement analyses to empower informed decision-making. Our advisors hold industry certifications and maintain affiliations with reputable financial institutions to deliver holistic planning services.
Services
Retirement Income Planning
Investment Management
Tax Planning Strategies
Risk Management
Estate Planning
Social Security Optimization
Portfolio Management
Asset Protection
Wealth Preservation
Financial Workshops
Details
- Year established: 2010
Highlights and features
- We offer independent, conflict-free financial advisory services tailored to retirement needs.
- Our team holds advanced certifications in investment and insurance planning.
- We provide educational resources through radio programs and retirement workshops.
- We implement personalized strategies to protect savings from market volatility.
- Our client-centered approach prioritizes long-term relationship building and transparency.
Associations and certifications
- Illinois Insurance License
- Investment Advisor Representative of Retirement Wealth Advisors, Inc.
Services
Retirement Income Planning
Our retirement income planning creates sustainable cash flow through Social Security optimization, pension management, and diversified investment strategies. We help clients maximize lifetime income while mitigating longevity risks. Our approach combines tax-efficient withdrawals with market volatility protection to ensure financial security throughout retirement.
Investment Management
We actively manage investment portfolios across IRAs, 401(k)s, and brokerage accounts using modern portfolio theory and risk assessment tools. Our strategies focus on asset allocation, tax-efficient growth, and capital preservation tailored to individual risk tolerance and retirement timelines.
Tax Planning Strategies
Our tax planning services identify opportunities to minimize lifetime tax liabilities through strategic Roth conversions, tax-deferred investments, and coordinated withdrawal strategies. We analyze current account structures to create tax-efficient retirement income plans that maximize after-tax returns.
Risk Management
We develop comprehensive risk management plans addressing market volatility, healthcare costs, and unexpected life events. Our strategies include insurance solutions, emergency fund planning, and diversified investment approaches to protect wealth against unforeseen circumstances.
Estate & Legacy Planning
Our estate planning services coordinate with legal professionals to create wills, trusts, and power of attorney documents. We help clients preserve wealth for beneficiaries through tax-efficient transfer strategies while ensuring their healthcare and financial wishes are documented.
People
Tom Fortino
Founder & Principal
With over 25 years in financial services, Tom Fortino founded Alpha Wealth Group in 2010 after working at John Hancock. He specializes in retirement planning and hosts educational radio programs. He holds an MBA from the University of Chicago and engineering degrees.
Emmet Bullen
Financial Advisor
Emmet Bullen provides personalized financial planning with Illinois insurance certifications. He focuses on retirement education through seminars and one-on-one consultations. He graduated from the University of Victoria with a commerce degree specializing in accounting and finance.
Nancy Krames
Marketing Strategist
Nancy Krames develops educational content for retirement planning. She holds a master's in advertising from Northwestern University and has experience in financial services marketing. She joined Alpha Wealth Group in 2022 to enhance client engagement.
Charles Fortino
Client Service Specialist
Charles Fortino assists clients with financial reports and resources. He holds life, health, and real estate licenses, and graduated from Central Michigan University with marketing and psychology majors. He joined the firm in 2019.
Christina Sabetta
Office Manager
Christina Sabetta has managed daily operations since 2015. With Fortune 500 sales experience, she ensures accurate transaction processing. She graduated from executive sales roles and focuses on client service excellence at Alpha Wealth Group.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement income planning, Social Security optimization, pension settlement strategies, and savings protection plans tailored to individual financial goals.
How do you approach investment management?
Our investment strategies focus on active portfolio management, tax-efficient withdrawals, and diversified asset allocation across IRAs, 401(k)s, and brokerage accounts.
What makes your firm different from other financial advisors?
We combine independent advisory services with educational resources, including radio programs and workshops, while maintaining complete transparency in our client relationships.
How can I access your financial planning resources?
Visit our website to download complimentary reports, register for retirement workshops, or schedule a free consultation with our advisors.
Do you offer estate planning services?
Yes, we coordinate with experienced estate attorneys to create wills, trusts, and legacy plans that protect assets and ensure your wishes are honored.
