Why Work With Bogart Wealth?

Experience and Advice

  • Certified Financial Planners (CFP®) and Wealth Managers with hundreds of hours of additional training
  • Very familiar with major oil company Retirement Plan Benefits, NUA, Savings Plans, Incentive Programs, Pension Lump Sum and Senior Executive Plans
  • 30 years’ experience
  • You will receive regular and ongoing consultations to help with plan optimization
  • We help you with concentrated stock risk management strategies

We Listen

  • We learn your goals, plans and unique issues
  • We provide World-Class Complimentary Wealth Management Planning designed to provide you with income for life
  • You receive customized strategizing on tax planning, estate planning, cash flow, risk management
  • You hear from us on a regular basis

Our Clients

  • Are sent to us through referrals
  • Have a minimum of one million of investable assets with us
  • The majority are major oil company employees or retirees
A Bogart advisor working with a client

Your Money is Safe

  • The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Strong credit ratings from Morningstar (A+), Moody’s (A2), S&P (A) and Fitch (A).
  • Through Schwab, your account is insured for $150 Million

Portfolio Management

  • Top-rated, no-load funds and index ETF’s are used in order to design portfolios with a goal of top performance
  • Portfolios are risk managed focused to help minimize volatility
  • Discretionary management to help reduce your stress
  • Your account information is posted daily via online access, monthly via statements and quarterly via performance reports
  • Regular meetings with you to discuss your progress toward your goals

We Know Social Security

  • Complimentary customized education on when and how to maximize benefits
  • Proprietary software provides customized analysis
  • Be our guest at our Social Security update seminars

Competitive Fees

  • Complimentary wealth management and retirement planning at no cost
  • Ongoing advice and strategizing at no cost
  • Unbiased fee-based account management with very competitive and reasonable fees
  • No commissions, no loads and no ticket charges on our managed accounts
  • We utilize no-fee CORE accounts, with no cost to custody assets

Contact us today​ to schedule an appointment.

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 www.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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