
Bogart Wealth
Holistic financial planning and investment management tailored to individual life goals and market dynamics.
Date | Investors | Amount | Round |
---|---|---|---|
* | N/A | Growth Equity non VC | |
Total Funding | 000k |
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Bogart Wealth specializes in providing comprehensive financial planning and investment management services. Catering to a diverse clientele, including retirees, families, individuals, entrepreneurs, and employees in the energy, technology, and government contractor sectors, the firm operates primarily in the financial advisory market. Bogart Wealth's business model focuses on creating personalized financial plans that align with each client's unique life goals and circumstances. The firm generates revenue through advisory fees, offering a range of services that include in-depth market analysis and strategic investment management. With offices in McLean, VA, Houston, TX, and The Woodlands, TX, Bogart Wealth leverages its expertise and global reach to navigate complex market environments, ensuring clients receive tailored advice and solutions.
Keywords: financial planning, investment management, advisory services, retirees, entrepreneurs, energy sector, technology sector, government contractors, personalized plans, market analysis.