MEET JAMES
As President and CEO of Bogart Wealth, James Bogart focuses on maintaining the highest level of customer service possible, and seeking to deliver the most effective technology, reporting tools and analysis to every Bogart Wealth client. A charismatic visionary and next-gen founder with seemingly endless energy, he surrounds himself with people who complement his skills. James promotes a collaborative environment, leading by example and always exemplifying Bogart Wealth’s core values. He sets a high bar for himself and his employees, encouraging everyone to acquire designations that will help them advance their careers and better serve clients.
A seasoned wealth advisor and visionary leader, James takes personal pride in assisting executives, entrepreneurs, and professionals in pursuing their dreams through highly customized financial planning strategies. James’ practice spans wealth plan design, investment management, estate planning, family legacy planning, business succession, charitable giving, asset protection, and retirement concerns, with a special insight and focus on multi-generational strategies. He regularly addresses audiences of industry professionals and senior corporate executives on new and upcoming developments in this field.
James Bogart's Education
Educated at the University of Virginia and Georgetown University, James is an Investment Adviser Representative, a Chartered Financial Consultant® (ChFC®), and a CERTIFIED FINANCIAL PLANNER (CFP®).
More About James Bogart
James and his wife Ashley enjoy spending time with their children Makenna, Peyton, and Landon. He serves on the board of directors for local non-profit The Hopkins Society. He is also a proud Eagle Scout, remaining active with the Boy Scouts of America. He enjoys golf, travel, reading, and cooking.
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