Why Bogart?
What Can You Expect From Us?
Our mission is to help clients achieve financial peace of mind by
preserving and maximizing inter-generational wealth
independent financial advisors
specialized nua analysis
Custom-Tailored Retirement Planning
Fiduciaries
Cash Flow Planning
Roth Conversion Analysis
supplemental incentives analysis
trusted advisor to over 1,200 households
In-House Tax Preparation & Optimization
social security Maximization
pension lump sum vs. annuity Analysis
estate & Multi-Generational planning
independent financial advisors
specialized nua analysis
fiduciaries
Custom-Tailored
retirement planning
In-House Tax Preparation
& Optimization
Tax-Efficient
cash flow Planning
supplemental incentives analysis
trusted advisor to
over 700 households
Roth Conversion Analysis
social security Maximization
pension lumpsum vs.
annuity Analysis
estate planning &
Multi-Generational Planning
independent financial advisors
specialized nua analysis
fiduciaries
Custom-Tailored retirement planning
tax-efficient Cash Flow Planning
In-House Tax Preparation & Optimization
supplemental incentives analysis
trusted advisor to over 700 households
Roth Conversion Analysis
social security Maximization
pension
lump sum vs. annuity Analysis
estate & Multi-Generational planning
HOLISTIC FINANCIAL PLANNING
- Custom-Tailored, Comprehensive Financial Plan
- Tax-Efficient Cash Flow Strategies
- Employer-Sponsored Benefits Guidance
- Social Security Maximization & Optimization
- Pension Maximization Analysis
- Education & College Planning
- Health Care & Medicare Guidance
TAX PREPARATION & OPTIMIZATION
- In-House Tax Preparation & Filing
- On-Going Tax Planning & Optimization
- Roth Conversion Analysis
- Tax-Loss Harvesting
ESTATE & MULTI-GENERATIONAL PLANNING
- On-Going Beneficiary & Trust Review
- Family Household Relationships
- Intra-Family Gifting Strategies
- Charitable Giving Planning
- Estate Plan Case Design
- Coordination with Estate Planning Attorney
INVESTMENT MANAGEMENT
- Diversified, Risk-Appropriate Investment Portfolio
- Custom-Tailored Investment Portfolios
- Tax-Efficient Rebalancing & Tax-Loss Harvesting
- Concentrated Stock Planning & Strategies
- Portfolios Designed for Bucket & Systematic Withdrawals
RISK MANAGEMENT
- Life Insurance Needs Analysis & Review
- Long-Term Care Needs Analysis & Review
- Umbrella Insurance Needs Analysis
- Disability Needs Analysis & Review
REVIEW & UPDATE MEETINGS
- In-Person, Virtual, & Phone Review (Quarterly)
- In-Person, Virtual, & Phone Review (Upon Request)
- On-Going Financial Plan Updates
- Tax Proformas & Planning
- Portfolio Stress-Test Analysis
- Risk Tolerance Review
ADDITIONAL SERVICES
- Weekly Market Commentary
- Monthly Market Update Conference Calls
- On-Going Financial Education Webinars
- Trade Notifications & Monthly Summaries
- Online Account Access & Account Aggregation
Please Note Limitations: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Bogart Wealth does not serve as an attorney, accountant, or insurance agent. Bogart Wealth does not prepare legal documents, nor does it sell insurance products.
Important Disclosure: The Tax Team is a team of accountants and tax professionals associated with the accounting firm of Troy O’Callaghan CPA. Employees of Troy O’Callaghan CPA render accounting and tax services for Bogart Wealth pursuant to a written agreement. Troy O’Callaghan CPA and Bogart Wealth are not affiliated in any other way and are not under common control. Bogart Wealth reserves the right to change its Tax Team at any time and without notice. No client of Bogart Wealth is required to use Troy O’Callaghan CPA for accounting or tax services, but if Bogart Wealth provides you with or agrees to provide you with accounting or tax services, you will receive services from Troy O’Callaghan CPA. For more information, please visit https://www.troyocallaghancpa.com/
IS A BOUTIQUE RIGHT FOR ME?
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