Thrive with Bogart Wealth
Partnering with Bogart Wealth unlocks a wealth of benefits, allowing you to build upon what you have while significantly boosting your future.
Growth Through Value
Bogart Wealth began in 2016 as an independent, fee-only wealth management firm focused on guiding corporate professionals through life’s most important financial transitions. Our partners benefit from a “growth through value” mindset. Together we bring the energy, we lift together, and we find the way forward with our clients.
Proven Framework
Growing nearly five times its original size, Bogart Wealth has a proven history of delivering growth. Partners benefit from dedicated and strategic business development and marketing teams as well as best-in-class operations, a modern tech stack, and back-office support. This frees you to focus on what you do best – advising your clients.
Robust Client Experience
We believe no one understands multigenerational planning better than a multigenerational business. Bogart Wealth provides retirement and financial planning, tax optimization, estate planning, insurance and investment management. Our five-step financial planning process, The Way ForwardTM, illustrates our continual approach to planning.
Secure Succession Plan & Fair Valuation
Selling to a larger firm can provide a transparent exit strategy and maximize the value of your business, offering flexibility in ownership structure and compensation models. Our approach includes transition support for you, your firm and your clients.
RESOURCES
RESOURCES
Portfolio management & reporting
Business development & marketing
SUPPORT
SUPPORT
Compliance & data security