fbpx

FINANCIAL PLANNING | INVESTMENT MANAGEMENT | TAX OPTIMIZATION | TAX PREPARATION

TRUST. AT BOGART WEALTH
THERE IS NO QUESTION.

When it’s time to plan for retirement, transfer your wealth to the next generation, or investigate your best options, you should ask tough questions.
We believe the answer is Bogart Wealth.

Our mission is to help clients achieve financial peace of mind by preserving and maximizing inter-generational wealth.

RECENT WEBINARS AND PODCASTS

Take a look at our latest recorded video events.

Customized
Financial Planning

Our financial planning services representatives take a highly customized approach to working with each client – taking the time to understand your complete financial picture, hearing about your opportunities and concerns and learning about your aspirations for yourself and your family.

Chart of all of the Bogart Wealth services

We Believe the answer is Bogart wealth

Icon of a chart going up

Are their recommendations based purely on what’s best for you?

Icon of a rocket launching

Do they offer you insight, experience, available option – or just sell to you to serve their bottom line?

Icon of people talking

Do giant financial firms really serve your interests?

Icon of people sitting at table

Ever question the loyalty of your advisors?

Hand holding up a diamond icon

Are their recommendations based purely on what’s best for you?

Schedule a Wealth Coaching Session

  • This field is for validation purposes and should be left unchanged.

WHY RIA?

Our independence means your interests are placed above all else.

We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. 

WHY BOGART

Are Your Dreams Unique?

Our family, now in its fourth decade of advising successful executives, entrepreneurs and families, understands that every situation is different. Our approach is to fully understand your dreams — not just your “risk profile” — and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.

LATEST INSIGHTS

Take a look at the latest insights straight from our resource center. 

How Roth IRAs Can Be Great | Ep. 2 | THE BOGART EFFECT: A Wealthy Wisdom Podcast
Podcast

How Roth IRAs Can Be Great

Bogart Wealth CEO & President James Bogart, CFP®, CHFC® is joined by Financial Advisor Sydney ...
Read More →
THE BOGART EFFECT: A Wealthy Wisdom Podcast. Episode 1: 2024 Planning
Podcast

2024 Planning

In the first episode of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Bogart Wealth CEO ...
Read More →
nua strategy
Retirement Planning

NUA Strategy: Maximize Savings With Net Unrealized Appreciation

Unlock the power of net unrealized appreciation for tax benefits in retirement. Learn to optimize post-retirement cash flow with our comprehensive guide.
Read More →
after tax 401k rollover to roth ira
Retirement Planning

Understanding After Tax 401k Rollover to Roth IRA

Maximize your retirement savings with an after tax 401k rollover to Roth IRA. Learn the benefits, rules, and strategies in our comprehensive guide.
Read More →

Are you looking for independent advice?

Is Bogart right for me?

  • This field is for validation purposes and should be left unchanged.

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.

Ok