In this clip from THE BOGART EFFECT Podcast, James Bogart, CFP®, ChFC, and Nell Cordick, CFP ®, look at some of the reasons you might have an advisor change. Watch the full ‘Having A Succession Plan For Your Advisor’ episode here or listen wherever you get your podcasts: https://lnkd.in/gPfG27Tu
Bogart Wealth
Investment Management
McLean, VA 2,563 followers
Fiduciary Investment Advice, Retirement Planning, Tax Preparation & Optimization in McLean, VA & The Woodlands, TX
About us
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. A fee was not paid by Bogart Wealth or its investment professionals to receive any ranking. The rankings are based upon 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.
- Website
-
http://bogartwealth.com
External link for Bogart Wealth
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- McLean, VA
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Retirement Planning, Tax Planning, Multi-Generational Planning, Investment Management, Estate Planning, Cash Flow Planning, Roth Conversion Strategies, Social Security Optimization, ExxonMobil, SAP, and SAP NS2
Locations
-
Primary
Get directions
2010 Corporate Ridge
Suite 580
McLean, VA 22102, US
-
Get directions
820 Gessner
Suite 1110
Houston, TX 77024, US
-
Get directions
1725 Hughes Landing Blvd
Suite 845
The Woodlands, TX 77380, US
Employees at Bogart Wealth
Updates
-
More Americans than ever are relying on tax-advantaged retirement accounts, like 401(k)s, to help them save for retirement. And while 401(k)s may be the most popular type of retirement account according to Census data, they certainly aren’t the only option. Bogart Wealth’s newest SPECIAL GUIDE reviews the many types of retirement accounts that may be available to help you maximize your retirement savings. Download your copy here:
-
Don’t miss the next webinar in Bogart Wealth's LEARNING SERIES - happening Wednesday, July 24th - where Financial Advisor Daniel Evans, CFP®, will cover cash flow strategies and how to determine which one works for you. You’ll also be able to ask any questions you have when it comes to cash flow strategies. Learn more and register here:
Welcome! You are invited to join a webinar: CASH FLOW STRATEGIES. After registering, you will receive a confirmation email about joining the webinar.
us02web.zoom.us
-
Bogart Wealth is happy to share that we made Financial Advisor Magazine’s RIA Rankings for the 6th year in a row, listing the top Registered Investment Advisory firms in the U.S. by assets under management. We came in at #167 in the 2024 rankings, climbing 25 spots from last year! A big thank you to our entire team for their hard work, and to all our clients who put their faith in us every day. Learn more and see the full rankings here:
2024 RIA Survey & Ranking: RIAs Confront Their Own Success
fa-mag.com
-
In Episode #11 of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Senior Vice President and Financial Advisor Nell Cordick, CFP ®, joins James Bogart, CFP®, ChFC, to discuss the importance of having a succession plan in case your advisor changes. Watch the full episode here or listen wherever you get your podcasts:
Having a Succession Plan for Your Advisor | Ep. 11 | THE BOGART EFFECT: A Wealthy Wisdom Podcast
https://www.youtube.com/
-
Bogart Wealth is pleased to share we were named one of the Largest Wealth Management Firms in Greater Washington by the Washington Business Journal, ranked by metro-area financial planners, coming in at #11 on the list. Big shout out to our entire Bogart team for aiding in our growth. You guys are the real winners! Learn more and see the full list here:
Largest Wealth Management Firms in Greater Washington - Washington Business Journal
bizjournals.com
-
In Bogart Wealth’s MEET THE TEAM video series this week, we would like to introduce you to Sydney Rutledge, CFP®, a Financial Planner out of our Texas office in The Woodlands. Sydney joined Bogart in 2020 after graduating from Texas A&M University with a Bachelor of Business Administration in Finance and a minor in Financial Planning. Glad to have you on the team, Sydney!
-
In this highlight clip from our recent LEARNING SERIES webinar on interest rates, Misty Garza, CFP®, MBA looks at how you determine which discount rate applies to you. To watch the full replay of this WEBINAR from Bogart Wealth's LEARNING SERIES, please click here: https://lnkd.in/gN92H4uZ
-
Please join us in congratulating the following Bogart Wealth team members as they celebrate another year with the firm! We appreciate their hard work and dedication to helping our clients reach their financial goals. Morgan Veth, CFP ® Hal Frankel, CMT Suzanne K. Brendon Dashiell, CFA
-
-
Weren’t able to attend Bogart Wealth's latest LEARNING SERIES webinar on Wednesday? Good news: you can now watch the recording on your own time! Financial Advisor Misty Garza, CFP®, MBA covered interest rates and looked at how discount rates may affect your lump sum. Watch the full webinar replay here:
Interest Rates - Bogart Wealth
bogartwealth.com