Bogart Wealth Management

EST. AUM
$3,190,530,230

CONTACTS
31

CLIENT ACCOUNTS
6,635

Firm Details

Metro area Washington, DC
CRD Number 283886
Website bogartwealth.com
Client types

Overview

Bogart Wealth Management is a boutique wealth management firm dedicated to providing customized financial planning and investment management services. Headquartered in McLean, Virginia, the firm focuses on serving high-net-worth individuals and families, particularly those with complex financial needs. The firm's services encompass a comprehensive range of financial planning, including retirement planning, estate planning, tax planning, and philanthropic advising. Bogart Wealth Management is known for its client-centric approach, emphasizing personalized service and long-term relationships. They offer tailored investment strategies designed to align with each client's unique financial goals, risk tolerance, and investment horizon. Bogart Wealth Management operates under a fiduciary duty, ensuring that their clients' interests are always prioritized. This commitment to acting in the best interests of their clients is a cornerstone of their advisory practice. The firm leverages its deep expertise and industry insights to help clients navigate market complexities and achieve financial security. Additionally, Bogart Wealth Management provides educational resources such as webinars and online tools to empower clients with knowledge about their investments and financial planning strategies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Bogart Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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