Twenty years later McLean Vabased Bogart Wealth is fielding between 25 and 75 new leads a day and boasts an organic growth rate of 397 nearly 10 times the industry at large
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Bogart Wealth is an independent fiduciary investment advisor that offers retirement planning tax planning and other financial services to corporate executives professionals and families Follow their LinkedIn page to see their updates webinars podcasts and team profiles
Please remember to contact Bogart Wealth in writing if there are any changes in your personalfinancial situation or investment objectives for the purpose of reviewingevaluatingrevising our previous recommendations andor services or if you would like to impose add or to modify any reasonable restrictions to our investment advisory services
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MCLEAN Va April 10 2024Bogart Wealth an awardwinning independent wealth management and Registered Investment Advisory firm was named to multiple lists of top financial advisors and
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Bogart Wealth Ranked 41 in Forbes 2022 List of Americas Top RIA Firms
MCLEAN Va November 07 2024Bogart Wealth an awardwinning independent wealth management and Registered Investment Advisory firm was named to multiple lists of top financial advisors and
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Bogart Wealth registered in 2016 serves 25 states with a licensed staff of 17 advisors Bogart Wealth manages 26 billion and provides investment advisory services for 1259 clients 174 advisorclient ratio
Bogart Wealth reserves the right to change its Tax Team at any time and without notice No client of Bogart Wealth is required to use Troy OCallaghan CPA for accounting or tax services but if Bogart Wealth provides you with or agrees to provide you with accounting or tax services you will receive services from Troy OCallaghan CPA
Bogart Wealth Earns Q1 2024 Recognition from Barrons Forbes Inc
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For over 30 years Bogart Wealth is comprised of some of the most experienced highly qualified financial professionals in the industry wealth Management Financial Planning Tax Preparation Optimization Planning Estate Planning Cash Flow Planning TaxEfficient Strategies
MCLEAN Va Nov 22 2022 PRNewswire Bogart Wealth an independent feeonly wealth management and Registered Investment Advisory firm was recently listed in Forbes list of Americas Top
Leading wealth management firm also recently ranked in Financial Planning Magazine SmartAsset and Washington Business Journal MCLEAN Va Dec 5 2023 PRNewswire Bogart Wealth an award
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