Why Work With Bogart Wealth?

Choosing a financial advisor can feel stressful. In many ways, you entrust your financial advisor with more than money—you’re trusting them to help you achieve your financial goals and keep you on track. Beyond that, you’re sharing personal details about your life and family.

The most important criteria for choosing a financial advisor is trust. You want to feel comfortable with your advisor as a person. You also want to trust their expertise and qualifications.

While there’s no substitute for speaking to an advisor one on one, here are a few of the ways we’ve designed Bogart Wealth to be a firm you can trust.

You Come First

Not only does Bogart Wealth put you first (this is our fiduciary duty), we also center our services around you.

That means we:

  • Take the time to learn your goals, plans, and unique issues so we can work with you as they evolve over time.
  • Use your goals to create a custom, comprehensive financial plan that supports you with everything from your day-to-day finances to tax optimization and long-term investing.
  • Ongoing communication: We don’t meet with you once and then disappear. We want to hear how you’re doing and what’s changed for you and your family. Plus, we want to keep you up to date on your finances and whether you’re on track to reach your goals.
  • Don’t just take our word for it; most of our clients come to us because another client recommended the firm.

Even our company mission and vision statements are centered around you:

Our mission:

To Provide Trust and Peace of Mind

Our Vision:

Empower Through Financial Education

Training and Expertise

We also have the professional certifications to set your mind at ease.

  • We work as fee-only fiduciaries, meaning we’re legally required to put your interests first, and we don’t get a commission on products we recommend.
  • Our Certified Financial Planners (CFP®) undergo specific training, including continuing education to help them stay current.
  • Experience working with employee incentive programs including restricted stock units, equity stock options, and senior executive plans.
  • Expertise working with corporate retirement plans and company pension programs and lump-sum payouts.
  • In-depth knowledge of Social Security benefits. We offer ongoing education to our clients so you can understand how your benefits work without all of the financial jargon. We also provide customized advice, using proprietary software, for how to maximize your benefits.

Thoughtful investment management

Dedication to risk management

We don’t just aim to optimize returns, we look at your assets overall, consider your tolerance for market volatility, and take a hands-on approach to help keep your stress levels low.

Careful investment selection

We do extensive research on all positions in your portfolio with the goal of maximizing potential returns and minimizing product fees.

Total transparency

Clients can access their investment accounts online at any time; updated pricing posts daily. Plus, we share monthly statements and quarterly performance reports.

If you want to learn more, or you want to speak to an advisor one on one to get a better sense of our company culture and ethos, schedule a consultation.

Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bogart Wealth, LLC [“Bogart Wealth”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level (s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Bogart Wealth. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Bogart Wealth is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Bogart Wealth’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at bogartwealth.com

Please Note: Bogart Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Bogart Wealth’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please Remember: If you are a Bogart Wealth client, please contact Bogart Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.  Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently.
Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

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