About Us

Couple talking to financial advisor

Why Work With Bogart Wealth?

Experience and Advice Certified Financial Planners (CFP®) and Wealth Managers with hundreds of hours of additional training Very familiar with major oil company Retirement Plan Benefits, NUA, Savings Plans, Incentive Programs, Pension Lump Sum and Senior Executive Plans Brian Bogart holds the Accredited Wealth Manager designation at RBC Wealth Management, requiring additional training in the …

Why Work With Bogart Wealth? Read More »

People talking about wirehouse and RIA

RIA vs. Wirehouse

RIA vs. Wirehouse – The Fiduciary standard, and why one embraces it while the other (still) fights against it. Much has been written recently about the fiduciary standard, which requires that advisors place the interests of their clients above their own. Boiling down the hundreds of articles, op-ed pieces, official statements and professional debates, what …

RIA vs. Wirehouse Read More »

You are now leaving the Bogart Wealth, LLC / Bogart Wealth™ (“Bogart”), website and entering a third party website that we do not control.

Bogart is not responsible for third party websites hyper linked our website, and does not guarantee or necessarily endorse any content, recommendations, products or services offered on third party sites.

In addition, third party websites may have different privacy and security policies than Bogart. Therefore, you should review the applicable privacy and security policies of any third party website before you provide any information.