Bogart Wealth’s Jung S. was recently quoted in InvestmentNews discussing strategies to help clients with debt management: “Focus on paying off the highest interest debt first by allocating maximum funds to it while making minimum payments on lower-interest debts. Once a high-interest debt is cleared, redirect those payments to the next one, and repeat the process.” Read her full comments here: https://lnkd.in/gP2AwNSG
Bogart Wealth
Investment Management
McLean, VA 2,937 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. 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.
- Website
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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
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Primary
Get directions
2010 Corporate Ridge
Suite 900
McLean, VA 22102, US
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820 Gessner
Suite 1110
Houston, TX 77024, US
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1725 Hughes Landing Blvd
Suite 845
The Woodlands, TX 77380, US
Employees at Bogart Wealth
Updates
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Bogart Wealth is proud to share that President and CEO James Bogart, CFP®, ChFC was named to InvestmentNews’ 2024 Hot List – recognizing the top financial professionals in the US who have stood out from the crowd. Winners were selected from hundreds of nominations based on contributions that have helped shape the wealth management industry over the past 12 months. Way to go, boss! See the full list here: https://lnkd.in/edSiRk9w Find methodology and criteria here: https://lnkd.in/gcUGYKjs
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Our Virginia team just wrapped up a heartwarming toy drive for The Salvation Army and donated 40 brand-new toys to brighten the holidays for local boys and girls! At the heart of what we do is a commitment to joy, hope, and care, and we’re so proud to make a difference in our community. Thank you to everyone who contributed to this meaningful effort!
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In this highlight clip from our recent LEARNING SERIES webinar on 2024 Year End Planning, Brian Windsor, CFP® looks at the beneficiary chart regarding inheriting retirement assets. To watch the full replay of this WEBINAR from Bogart Wealth's LEARNING SERIES, please click here: https://lnkd.in/gRSw-mAx
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Bogart Wealth CEO James Bogart, CFP®, ChFC recently sat down with The Daily Upside to discuss the talent shortage grappling the RIA industry and how the competition for skilled professionals will only intensify: “The huge component we’re missing are advisors in the 30 to 45 year-old range who are best suited for long term relationships.” Read James’ full comments here: https://lnkd.in/gu8gUUrk
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Over the next few months, we will be sharing what our employees said when asked: WHY DO YOU LIKE WORKING AT BOGART WEALTH? And if you are wondering – YES – we are hiring! For more information, please visit: https://lnkd.in/gV4pb7W
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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 Brian Windsor, CFP® discussed 2024 year-end planning, including tax planning, charitable giving, savings and benefits review, and more. Watch the full webinar replay here:
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We are thrilled to announce that Bogart Wealth has been named a ThinkAdvisor 2024 #Luminaries Award WINNER for Thought Leadership & Education! This award celebrates the incredible dedication of our entire team in building a robust library of educational content and resources. To everyone on our team who contributed - whether by leading a LEARNING SERIES webinar, joining James Bogart, CFP®, ChFC on an episode of THE BOGART EFFECT, or crafting one of our SPECIAL GUIDES - this recognition is a testament to your hard work and passion for empowering others through financial literacy. At Bogart Wealth, education is at the heart of what we do, and we’re honored to have our efforts recognized in this way. And there’s more to celebrate! Patrick Marcinko, CFP® was also recognized as a Next-Gen Rising Star, honoring individuals with less than 10 years of industry experience who are driving impactful, newsworthy results. See the full list of finalists and winners here: https://lnkd.in/gKXF6A6s See criteria evaluated here: https://lnkd.in/gjkmuFg8 #TALuminaries #thoughtleadership #educationalcontent #personalfinance
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In this clip from THE BOGART EFFECT Podcast, James Bogart, CFP®, ChFC, and Nell Cordick, CFP® discuss various gifting strategies to think about taking advantage of. Watch the full ‘2024 Year End Planning’ episode here or listen wherever you get your podcasts: https://lnkd.in/ghqTSZbX
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Please join us in congratulating these Bogart Wealth team members as they celebrate their anniversary with the firm! We appreciate their hard work and dedication to helping our clients reach their financial goals. Amanda Muse, CFP® Asima Aleem
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