LIFE AT BOGART WEALTH
About Bogart Wealth
In 2016, Bogart Wealth was formed to break away from the restrictions and agendas of big, corporate institutions.
Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement.
As a Registered Investment Advisor (RIA), we’re held to a fiduciary standard, which requires placing client interests ahead of our own.
Our Firm Culture
When you join Bogart Wealth, you become part of a firm helping clients secure their financial peace of mind.
Our firm commitment extends to our employees as well as our clients.
We put Clients & Company before self-interest.
We do the right thing for the client. We rebate fees, fix our mistakes (trade error backdating). We do not sell “products’ for commissions or fees.
Our employees understand and believe in our firm goals and growth. They are loyal to company.
We are Dependable, Reliable, Trustworthy and Transparent for each other and our clients.
We do what we say we are going to do and take responsibility for our position.
Our team relies on each other to perform their job in a timely and accurate manner.
Our employees have a strong work ethic and take pride in their work. The quality of work includes attention to detail, being proactive and exhibiting a high sense of urgency.
We work as a team to achieve client satisfaction often going above and beyond.
We do what we say we are going to do and take responsibility for our position.
Our team relies on each other to perform their job in a timely and accurate manner.
Helpful, Humble/No Egos, Positive Attitude, Professionalism, Loyalty, Friendly (Personable & Social).
No matter what position they hold in the firm, everyone is willing to help out wherever needed.
Even though employees are busy, they maintain a positive attitude and the desire to help.
Self Motivated (Personal & Professional), Passionate, Innovative/Creative, High-Intelligence/Knowledge.
We as a company are focused on growing. Motivated to assist with development of company. Always look for opportunities to improve.
Is Open and Clear. Ability to make client connection. Transparency.
We educate and communicate with clients.
As a team we let each other know what is happening to work together to achieve the best possible client experience.
At Bogart Wealth, your total compensation package is more than your salary. It includes generous benefits, professional development, career growth opportunities, and service recognition. We provide:
- 401(k) & Company Match
- Dental Insurance
- Flexible Spending Account
- Health Insurance
- Life Insurance
- Paid Time Off
- Professional Development Assistance
- Employee Referral Program
- Vision insurance
Retirement Savings Plan
Company Match
Company-Provided
Health Care Benefits
Professional
Development
Paid Time Off
Join Our Team
Ideal candidates are are always willing to go above and beyond expectations. See our open positions below.
Click here to learn about Advisor Growth Track, a professional growth and training program for both emerging talent and experienced financial advisors that takes place in conjunction with employment at Bogart Wealth.
Advisor Growth Track is a professional growth and training program that takes place in conjunction with employment at Bogart Wealth, suitable for motivated individuals new to the financial services industry looking to gain their footing, as well as experienced advisors looking to revitalize their practice and partner with a winning team. Bogart Wealth builds a personalized program for each individual so they can, as appropriate, “work all the stations” and find their groove within a proven and successful financial services firm.
For emerging talent, Bogart Wealth aims to share their expertise and specialized perspective within every department at the firm, helping candidates thrive and grow under the mentorship of one of the fastest-growing Registered Investment Advisory (RIA) firms in the country in a collaborative, family-oriented, high-achieving environment. Participants gain expertise in all aspects of holistic financial planning including retirement planning, investment management, estate and multigenerational planning, risk management, client services and communications, account management, operations, and more.
For established advisors looking to “tuck in” with a robust firm, Bogart Wealth creates a customized growth and succession plan that helps them monetize today while creating a greater glide path and continuity plan for the future. The program allows them to enhance their skills, learn the Bogart way, and grow together.
Click here to learn more.
Please Note Limitations: Registration of an advisor does not imply a certain level of skill or training. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. Unless otherwise noted, a fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm.
ANY QUESTIONS: Bogart’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
