Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement.
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.
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...