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.
As a Registered Investment Advisor (RIA), Bogart Wealth is held to a fiduciary standard, which requires placing client interests ahead of our own. The firm’s boutique size further enables a focus on providing exceptional client service.
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
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. Registration of an Advisor does not imply a certain level of skill or training.
Company Details
- Employees
- 54
- Founded
- -
- Address
- 2010 Corporate Ridge,
- Phone
- +1 703-570-8651
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://bogartwealth.com
- Keywords
- Retirement Planning, Tax Planning, Multi-Generational Planning, Investment Management, Estate Planning, Cash Flow Planning, Roth Conversion Strategies, Social Security Optimization, ExxonMobil, SAP, SAP NS2.
- HQ
- McLean, VA
Bogart Wealth Questions
Bogart Wealth's helpline number is +1 703-570-8651
Bogart Wealth's website is http://bogartwealth.com
Bogart Wealth's LinkedIn profile is https://www.linkedin.com/company/bogart-wealth
Bogart Wealth has
54 employees.
View email and phone details for 54
employees at Bogart Wealth.
Bogart Wealth's industry is
Investment Management
Bogart Wealth's categories are Investment Management
Bogart Wealth's founding year is 2016
