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.
