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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

TAX PREPARATION & OPTIMIZATION

ESTATE & MULTI-GENERATIONAL PLANNING

INVESTMENT MANAGEMENT

RISK MANAGEMENT

REVIEW & UPDATE MEETINGS

ADDITIONAL SERVICES

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. 

Our recognitions

Please Note Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the  investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the  investment professional’s firm.  ANY QUESTIONS: Bogart Wealth’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.  

ANY QUESTIONS: Bogart’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

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/

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