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 →
LEARN MORE →
FINANCIAL PLANNING
Learn MoreINVESTMENT 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 →
LEARN MORE →
INVESTMENT MANAGEMENT
Learn MoreTAX 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 →
LEARN MORE →
TAX OPTIMIZATION & TAX PLANNING
Learn MoreRETIREMENT 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 →
LEARN MORE →
RETIREMENT PLANNING
Learn MoreESTATE PLANNING
Bogart Wealth is a multi-generational company. Our culture is focused on preserving, growing and transferring wealth, particularly for families.
LEARN MORE →
LEARN MORE →
ESTATE PLANNING
Learn MoreMULTIGENERATIONAL 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 →
LEARN MORE →
MULTIGENERATIONAL PLANNING
Learn MoreCASH 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 →
LEARN MORE →
CASH FLOW PLANNING
Learn MoreNET 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 →
LEARN MORE →
NET UNREALIZED APPRECIATION (NUA)
Learn MoreINSURANCE
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 →
LEARN MORE →
INSURANCE
Learn MoreREAL 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 →
LEARN MORE →
REAL ESTATE
Learn MoreIS A BOUTIQUE RIGHT FOR ME?
By submitting this form, you are consenting to receive emails from: Bogart Wealth, 2010 Corporate Ridge, Suite 900, 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.
