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ENTREPRENEURS

2 | Bogart Wealth

Wealth Management for Entrepreneurs & BUSINESS OWNERS

We assist many of our clients with small business retirement plans, succession planning, and transitioning ownership of businesses to sellers or family members. Planning is essential for this type of event – both pre-sale and post-sale.

How we can help

  • Planning for Variable Cash Flows
  • Establishing & Managing a Solo-401(k), SEP IRA, SIMPLE IRA, or other small business retirement plan
  • Custom-Tailored Investment Strategies
  • Risk Management & Insurance Coverage Guidance
  • Comprehensive Tax Planning with Our In-House Tax Team
  • Strategies for ESOPs, Qualified Small Business Stock, and other tax-efficient plans

Are you looking for independent advice?

Is Bogart right for me?

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