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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.

What if Retirement Comes Earlier Than Expected? | Bogart Wealth's Learning Series
ADDITIONAL DISCLOSURE INFORMATION:This content has been independently produced by Bogart ...
Watch→
ExxonMobil Retirement Process 2024 Update | Bogart Wealth's Learning Series
ADDITIONAL DISCLOSURE INFORMATION:This content has been independently produced by Bogart ...
Watch→
Financial Planning for College | Bogart Wealth's Learning Series
Watch→

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?

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

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. 

people meeting discussion design talking blueprint 2023 11 27 05 10 30 utc | Bogart Wealth
Education Planning

Financial Basics for Millennials

With age comes responsibility, so if you’re a young adult in your 20s or 30s, ...
Read More →
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Estate Planning

Caring for Your Aging Parents

Caring for your aging parents is something you hope you can handle when the time ...
Read More →
Estate Planning | Ep. 7 | THE BOGART EFFECT: A Wealthy Wisdom Podcast
Podcast

Estate Planning

Today, James Bogart, CFP®, CHFC® is joined by Financial Advisor Nell Cordick, CFP® to talk ...
Read More →
Investor Behaviors \ Ep. 6 | THE BOGART EFFECT: A Wealthy Wisdom Podcast
Podcast

Investor Behaviors

Financial Advisor Daniel Evans, CFP® from Bogart Wealth’s The Woodlands office joins James Bogart, CFP®, CHFC® to chat about ...
Read More →

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Is Bogart right for me?

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