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.

There are many benefits to developing a multi-faceted financial plan. There are many tax benefits that may come with long-term planning. We will use a wide variety of financial instruments, such as insurance, retirement plans, tax-deferred investments, etc.

Holistic Financial Advice

As a Registered Investment Adviser, Bogart Wealth is held to the highest standards of conduct and has a fiduciary duty to not only act in the best interests of its clients, but also to provide full and fair disclosure of all material facts to them and a duty to avoid misleading them. Accordingly, we do not recommend investment products that we could deem inappropriate for your investment objectives and risk tolerance, we do not charge any fees that are not fully disclosed and transparent, and we disclose all conflicts of interest that could arise as part of the advisory process.

Instead, our financial advisors act as a team, on your behalf to continually monitor your plan’s performance, watch for changes in the financial world that might impact your plan, and simply be there for you should you require an adjustment, have a question or want a review. We’re your team, and we’re there for you.

Successful financial planning requires several deliberate steps

We encourage clients to stay informed, while keeping a close eye on a wide variety of factors that could affect retirement plans and wealth management strategies. Financial education – along with regular meetings with your financial consultant – enables you to take advantage of new opportunities while avoiding any looming pitfalls.

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