Bogart Wealth Employee Directory
Investment ManagementVirginia, United States51-200 Employees
Bogart Wealth is an independent, fee-only wealth management firm that serves corporate executives, professionals, and families as they plan for retirement and ongoing financial security. The firm emphasizes understanding clients’ aspirations beyond traditional risk assessments and offers strategies that align with personal goals, rather than adhering to a one-size-fits-all approach. As a Registered Investment Advisor, it operates under a fiduciary standard, prioritizing client interests and delivering service through a boutique structure. Headquartered in Tysons, Virginia, Bogart Wealth provides a broad range of planning and investment services, including retirement and cash flow planning, tax planning and strategy, Roth conversion analysis, estate and multigenerational planning, Social Security optimization, and pension and NUA analysis. Recent coverage notes leadership changes and a growth strategy that envisions expanding through acquisitions of other registered investment advisory firms, signaling ongoing organizational development.
1-888-653-2347 
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