fbpx

OUR SERVICES

We believe no one understands multigenerational planning better than a multigenerational business.

ALL SERVICES

FINANCIAL PLANNING

At Bogart Wealth, financial planning is about striving to ensuring success, not only by seeking to achieve investment returns, but by creating a holistic, financial plan that is custom-tailored to each client’s particular situation and life goals.

LEARN MORE

FINANCIAL PLANNING

Learn More

INVESTMENT MANAGEMENT

In today’s increasingly dynamic, ever-more complex market environment we believe it takes expert, in-depth analysis, world-class intellectual capital and a huge range of services and tactical know-how, plus a global reach — in order to maintain that focus and sustain success.

LEARN MORE

INVESTMENT MANAGEMENT

Learn More

TAX PREPARATION, OPTIMIZATION &PLANNING

The financial advisors at Bogart Wealth encounter many different tax situations and have developed just as many long-term tax strategies, working, of course, with our clients’ tax advisors.

LEARN MORE

TAX OPTIMIZATION & TAX PLANNING

Learn More

RETIREMENT PLANNING

There are many factors to consider, both before, during and after you decide to retire. Our retirement planners will help walk you through it.

LEARN MORE

RETIREMENT PLANNING

Learn More

ESTATE PLANNING

Bogart Wealth is a multi-generational company. Our culture is focused on preserving, growing and transferring wealth, particularly for families.

LEARN MORE

ESTATE PLANNING

Learn More

MULTIGENERATIONAL PLANNING

We believe there is no substitute for the experience of multigenerational planning for understanding the very unique challenges — and solutions — that present themselves.

LEARN MORE

MULTIGENERATIONAL PLANNING

Learn More

CASH FLOW PLANNING

We are eager to listen, understand their clients’ goals and aspirations, and assemble a range of strategic options and potential financial instruments that allow for fluctuations in cash flow, emergency funds, low-cost liquidations and other means to provide cash when it is needed.

LEARN MORE

CASH FLOW PLANNING

Learn More

NET UNREALIZED APPRECIATION (NUA)

Retirement plan participants may consider a net unrealized appreciation (NUA) strategy as a means to lower the tax rate they must pay when they take lump sum distributions from 401(k) and other employer-sponsored plans. Savings can be substantial, particularly for highly appreciated stocks, and for individuals in higher tax brackets.

LEARN MORE

NET UNREALIZED APPRECIATION (NUA)

Learn More

INSURANCE

Risk management should be a part of any financial plan. As with so many other factors, we believe this question can only properly be answered by a financial advisor if they have a full understanding of your particular situation.

LEARN MORE

INSURANCE

Learn More

REAL ESTATE

Many of our clients either hold real estate investments when they come to us or opt to invest in real estate as part of their financial management plan. Find out more about the numerous benefits to including real estate holdings in your financial plan, along with a number of risks.

LEARN MORE

REAL ESTATE

Learn More

IS A BOUTIQUE RIGHT FOR ME?

By submitting this form, you are consenting to receive emails from: Bogart Wealth, 2010 Corporate Ridge, Suite 580, McLean, VA, 22102, US, http://www.bogartwealth.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.

You are now leaving the Bogart Wealth, LLC / Bogart Wealth™ (“Bogart”), website and entering a third party website that we do not control.

Bogart is not responsible for third party websites hyper linked our website, and does not guarantee or necessarily endorse any content, recommendations, products or services offered on third party sites.

In addition, third party websites may have different privacy and security policies than Bogart. Therefore, you should review the applicable privacy and security policies of any third party website before you provide any information.