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About Us

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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 …

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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 …

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