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), were held to a fiduciary standard, which gives our clien...