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FINANCIAL PLANNING | INVESTMENT MANAGEMENT | TAX OPTIMIZATION | TAX PREPARATION

TRUST. AT BOGART WEALTH
THERE IS NO QUESTION.

When it’s time to plan for retirement, transfer your wealth to the next generation, or investigate your best options, you should ask tough questions.
We believe the answer is Bogart Wealth.

Our mission is to help clients achieve financial peace of mind by preserving and maximizing inter-generational wealth.

RECENT WEBINARS AND PODCASTS

Take a look at our latest recorded video events.

Tax Planning for 2025 | Bogart Wealth's Learning Series
Interest Rates | Bogart Wealth’s Learning Series
ADDITIONAL DISCLOSURE INFORMATION:This content has been independently produced by Bogart ...
Mega Backdoor Roth Strategies | Bogart Wealth’s Learning Series

Customized
Financial Planning

Our financial planning services representatives take a highly customized approach to working with each client – taking the time to understand your complete financial picture, hearing about your opportunities and concerns and learning about your aspirations for yourself and your family.

Chart of all of the Bogart Wealth services

We Believe the answer is Bogart wealth

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Are their recommendations based purely on what’s best for you?

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Do they offer you insight, experience, available option – or just sell to you to serve their bottom line?

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Do giant financial firms really serve your interests?

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Ever question the loyalty of your advisors?

Schedule a Wealth Coaching Session

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WHY RIA?

Our independence means your interests are placed above all else.

We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. 

WHY BOGART

Are Your Dreams Unique?

Our firm, experienced in advising successful executives, entrepreneurs and families, understands that every situation is different. Our approach is to fully understand your dreams — not just your “risk profile” — and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.

LATEST INSIGHTS

Take a look at the latest insights straight from our resource center. 

Budgeting for the Holidays | Ep. 19 | THE BOGART EFFECT: A Wealthy Wisdom Podcast
Podcast

Budgeting for the Holidays

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial ...
Read More →
End of Year Giving | Ep. 18 | THE BOGART EFFECT: A Wealthy Wisdom Podcast
Podcast

End of Year Giving

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial ...
Read More →
serious mature lawyers working together in modern 2023 11 27 05 03 53 utc 1 | Bogart Wealth
Estate Planning

Durable Power of Attorney: Protecting Your Property against Incapacity

What is a durable power of attorney? A durable power of attorney (DPOA) is a ...
Read More →
Retirement Cash Flow Planning | Ep. 17 | THE BOGART EFFECT: A Wealthy Wisdom Podcast
Podcast

Retirement Cash Flow Planning

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial ...
Read More →

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