Alpha Wealth Group

Alpha Wealth Group We’re a comprehensive wealth management firm serving successful individuals, families, and businesses RWA and Alpha Wealth Group are independent of each other.

Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and

are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that (the adviser's firm) and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance products and services are not offered through RWA but are offered and sold through individually licensed and appointed agents. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

2001 Butterfield Rd. Suite 501 | Downers Grove, IL 60515

Way to go Tom Fortino! Generational wealth is something that everyone should know about...
07/13/2026

Way to go Tom Fortino! Generational wealth is something that everyone should know about...

Tom Fortino, Founder and Principal, Alpha Wealth Group, and host of “The Alpha Wealth Hour” on WGN Radio, joins Jon Hansen to discuss wealth transfers to the next generation. The two also disc…

It’s MLB All-Star Week! ⚾Every team brings its best to the field—the players they trust to deliver when it matters most....
07/12/2026

It’s MLB All-Star Week! ⚾

Every team brings its best to the field—the players they trust to deliver when it matters most.

Is your financial advisor someone you’d pick for your All-Star team? If not… it might be worth making a change.

Did you know? The first U.S. pension dates back to 1776—and it looked nothing like a modern 401(k). Over the last 250 ye...
07/10/2026

Did you know? The first U.S. pension dates back to 1776—and it looked nothing like a modern 401(k). Over the last 250 years, retirement has quietly shifted from predictable income… to something individuals must build and manage themselves. We put together a short guide on what's changed—and what it may mean for your plan.

Read what we've learned in 250 years of retirement in America.

07/10/2026

Senior Financial Advisor, Emmett Bullen highlights some of reason why having a Roth IRA may be a great tool to have in retirement, especially in relation to taxes!

For more information go to www.alphawealthgroup.com or call 630-519-4742 to schedule a personal meeting to get a financial assessment on your retirement goals and outcomes.





We’re halfway through the year, but is your retirement plan actually on track? Let's do a quick mid-year check-in: 👇Inco...
07/10/2026

We’re halfway through the year, but is your retirement plan actually on track? Let's do a quick mid-year check-in: 👇

Income plan ✅
→ If you stopped working tomorrow, do you know exactly where your income would come from?
Tax strategy ✅
→ Are you making intentional moves—or just dealing with taxes as they come?
Market risk ✅
→ If the market dropped, would your plan still feel solid?

Most people don’t realize what’s missing until it matters. If you had to pause and think about one of these… it might be time for a mid-year reset.

Join us for our first Long-Term Care Masterclass on July 22nd! Dinner will be provided!Click here to RSVP! https://calen...
07/09/2026

Join us for our first Long-Term Care Masterclass on July 22nd! Dinner will be provided!
Click here to RSVP! https://calendly.com/alphawealthgroup/long-term-care-masterclass

Special Guest, Mike Sweazey will provide all attendees with a wealth of information regarding long-term care and many of the serious implications about it. This is an important conversation that you and your family don't want to miss!
📍Location:
2111 Butterfield Rd, Downers Grove, IL 60515
Date: Wednesday, July 22
Time: 6:00pm

You must RSVP in order to attend!
https://calendly.com/alphawealthgroup/long-term-care-masterclass

07/09/2026

Financial Advisor, Tom Fortino takes a few minutes to go over some key considerations when dealing with how to get the more favorable use of your Social Security benefit in retirement.

For personal information about your unique situation, don't hesitate to reach out directly to Tom Fortino at 630-519-4742. Zoom appointments are welcome.

For more info, visit Alpha Wealth Group online at www.alphawealthgroup.com

Don’t treat your tax plan like a dirty sponge...Ignore it long enough, and it quietly collects buildup until one day, th...
07/08/2026

Don’t treat your tax plan like a dirty sponge...

Ignore it long enough, and it quietly collects buildup until one day, the mess hits all at once.

The good news? Retirement is one of the few times you actually have more control over your taxes... if you stay proactive early. 🧼✨

Retirement = working on what matters most.❤️ Health → taking care of your body and energy👨‍👩‍👧 Relationships → showing u...
07/06/2026

Retirement = working on what matters most.

❤️ Health → taking care of your body and energy
👨‍👩‍👧 Relationships → showing up for the people you love
🌱 Personal growth → learning, growing, evolving
🎯 Purpose → finding what gives your days meaning

Because retirement isn’t about doing nothing… it’s about doing more of what truly fulfills you.
Which one are you focusing on right now? 👇

📲One phone call away from a successful retirement. 630-519-4742💻www.alphawealthgroup.com for more info.
07/06/2026

📲One phone call away from a successful retirement. 630-519-4742
💻www.alphawealthgroup.com for more info.

Address

2001 Butterfield Road, Suite 501
Downers Grove, IL
60515

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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