ENTREPRENEURS

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 Bogart Wealth 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

IS A BOUTIQUE RIGHT FOR ME?

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