In Bogart Wealth’s MEET THE TEAM video series this week, we would like to introduce you to Grayson Kirby, Advisor Growth Track Associate in the Client Services department. Grayson joined Bogart Wealth in February 2023 after graduating from Virginia Tech with a bachelor of science degree in Finance with a concentration in Financial Planning. Glad to have you on the team, Grayson!
Bogart Wealth
Investment Management
McLean, VA 2,623 followers
Fiduciary Investment Advice, Retirement Planning, Tax Preparation & Optimization in McLean, VA & The Woodlands, TX
Über uns
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
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http://bogartwealth.com
External link for Bogart Wealth
- Industrie
- Investment Management
- Größe des Unternehmens
- 11-50 Mitarbeiter
- Hauptsitz
- McLean, VA
- Typ
- In Privatbesitz
- Gegründet
- 2016
- Spezialitäten
- 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
Standorte
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Primäre
2010 Corporate Ridge
Suite 580
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
Aktualisierungen
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In this clip from THE BOGART EFFECT Podcast, James Bogart, CFP®, ChFC and Misty Garza, CFP®, MBA discuss how retirement planning has changed over the years. Watch the full ‘Are You Ready if Retirement Comes Early’ episode here or listen wherever you get your podcasts: https://lnkd.in/gGQqBSQb
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It’s #NationalDogDay – Help us celebrate by showing Bogart Wealth’s furry friends some love!
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Please join us in wishing a happy birthday to all of our Bogart Wealth team members who are celebrating their birthdays in August! Amanda Muse, CFP® Jack Loesch Misty Garza, CFP®, MBA (not pictured) Pete Knoer, CFP®
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Don’t miss the next webinar in Bogart Wealth's LEARNING SERIES - happening Wednesday, August 28th - where Financial Advisor Jung S., gives an overview on Social Security. You’ll also be able to ask any questions you have when it comes to Social Security. Learn more and register here:
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In Episode #13 of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Financial Advisor Misty Garza, CFP®, MBA joins James Bogart, CFP®, ChFC to discuss the common retirement mistakes people make. Watch the full episode here or listen wherever you get your podcasts:
Common Retirement Mistakes | Ep. 13 | THE BOGART EFFECT: A Wealthy Wisdom Podcast
https://www.youtube.com/
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Bogart Wealth’s Mike Duffy discussed the firm’s tech stack and what the firm looks for when it comes to #wealthtech - namely, a better, more flexible client experience - in this article written by Henry Zelikovsky of Softlab360 - Engineering Ideas Since 2000 for WealthManagement.com’s 2024 Midyear Outlook issue. Read more:
Wealth Management 2024 Midyear Outlook Page 190
bluetoad.com
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In Bogart Wealth’s MEET THE TEAM video series this week, we would like to introduce you to Mindy Harbour, Business Development Coordinator and Texas Offices Administrator out of our office in The Woodlands, Texas. Mindy joined Bogart Wealth in December 2021 and brings her diverse background in banking and finance, enthusiastic ability to interact with and assist clients, attention to detail, and strong personality to the firm. She earned a bachelor’s degree in business marketing from Southern Illinois University, Carbondale. Glad to have you on the team, Mindy!
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Bogart Wealth’s Patrick Marcinko, CFP® discusses how the development and growth of next-gen financial advisors is crucial to sustaining the industry’s success in this article he wrote for WealthManagement.com’s 2024 Midyear Outlook issue. Read the full article here:
Wealth Management 2024 Midyear Outlook Page 43
bluetoad.com
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In this highlight clip from our recent LEARNING SERIES webinar on preparing to retire, Misty Garza, CFP®, MBA highlights some of the most common retirement concerns people have. To watch the full replay of this WEBINAR from Bogart Wealth's LEARNING SERIES, please click here: https://lnkd.in/gm_e7vyg