Bogart Wealth

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement. Our approach is to fully understand your dreams — not just your “risk profile” — and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution. When you work with us, you will find that not only will you enjoy an extremely high level of service from our wealth managers, but that our boutique size enables multiple advisors to become familiar with you - and your financial plan. Our services include: ? Retirement Planning ? Investment Management ? Tax Planning & Tax Strategizing ? Roth Conversion Analysis ? Cash Flow Planning ? Estate Planning ? Multi-Generational Planning ? Social Security Optimization ? Pension Lump Sum vs. Annuity Analysis ? Specialized NUA Analysis As a Registered Investment Advisor (RIA), we're held to a fiduciary standard, which gives our clients the confidence that everything we do is always in their best interest. Working with Bogart Wealth means only paying for expert guidance — no hidden costs, no broker commissions. Please see important disclosures from Bogart Wealth here: https://bogartwealth.com/important-disclosure-information/ Neither third-party rankings nor recognitions by unaffiliated rating services, publications, or media, nor 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. Unless indicated, a fee was not paid by the Firm or staff to receive any ranking. The rankings are based on specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or Bogart Wealth. "Likes" & comments received are not intended to be client endorsements and are not compensated or influenced by Bogart.

网站

https://bogartwealth.com

Bogart Wealth的外部链接

所属行业

投资管理

规模

11-50 人

总部

McLean，VA

类型

私人持股

创立

2016

领域

Retirement Planning、Tax Planning、Multi-Generational Planning、Investment Management、Estate Planning、Cash Flow Planning、Roth Conversion Strategies、Social Security Optimization、ExxonMobil、SAP和SAP NS2