CEO & President
Portfolio Management Director
Professional Background of James Bogart
A seasoned wealth advisor, James Bogart takes personal pride in assisting executives, entrepreneurs and professionals pursue their dreams through striking, highly customized financial planning strategies. As Principal of Bogart Wealth, he focuses both on maintaining the highest level of customer service and attention to detail possible, and on seeking to deliver the most effective technology, reporting tools and analysis to every Bogart Wealth client.
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 a registered representative, a Chartered Financial Consultant® (ChFC®), holds the Life and Health Insurance license and is a CERTIFIED FINANCIAL PLANNER (CFP®).
More About James Bogart
James and his wife Ashley enjoy spending time with their daughters Makenna and Peyton. 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 together.
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