Bogart Wealth

Bogart Wealth Our approach is to fully understand your dreams — not just your “risk profile”. The rankings are based on specific criteria and methodology.

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. As a Registered Investme

nt Advisor (RIA), Bogart Wealth is held to a fiduciary standard, which requires placing client interests ahead of our own. The firm’s boutique size further enables a focus on providing exceptional client service. 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

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. 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. Registration of an Advisor does not imply a certain level of skill or training.

We are excited to share that James is a featured panelist at Wealth Management EDGE next week in Boca Raton, FL.On June ...
06/02/2026

We are excited to share that James is a featured panelist at Wealth Management EDGE next week in Boca Raton, FL.

On June 10th at 11:30 AM, he will discuss “The Organic Playbook: How Leading Firms Are Winning New Clients in Today’s Market.”

Please join us in wishing James the best of luck!

If you are attending the event, be sure to stop by and say hello.

05/29/2026

In today's episode of THE BOGART EFFECT, James Bogart, CFP®, ChFC®, is joined by Financial Advisor Michael Camara, CFP®, to talk about the big and small differences between Pre Tax and Post Tax accounts.

In this clip, James and Mike discuss the rules for inherited IRAs and Roth IRAs.

Watch the full episode here or listen wherever you get your podcasts:
https://bogartwealth.com/pre-tax-vs-post-tax-accounts/

If you have questions or want to meet with one of our financial advisors, please contact us. https://lnkd.in/eFy4iigy

In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Mike Camara, CFP®, to...
05/29/2026

In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Mike Camara, CFP®, to talk about the big and small differences between Pre Tax and Post Tax accounts.

Watch the full episode here or listen wherever you get your podcasts:
https://bogartwealth.com/pre-tax-vs-post-tax-accounts/

If you have questions or want to meet with one of our financial advisors, please contact us. https://lnkd.in/eFy4iigy

In this special episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Mike Camara, CFP®, to talk about the big and small

In Bogart Wealth’s MEET THE TEAM video series this week, we would like to introduce you to our Controller, Dom Conti! Do...
05/27/2026

In Bogart Wealth’s MEET THE TEAM video series this week, we would like to introduce you to our Controller, Dom Conti! Dom works in our McLean, VA office.

Glad to have you on the team Dom!

Learn more about Domenico:https://bogartwealth.com/team/domenico-conti/Call, log in, or visit to learn how we can help.703-570-8651bogartwealth.comWith over ...

05/22/2026

Weren’t able to attend Bogart Wealth's latest LEARNING SERIES webinar last week?

GOOD NEWS: you can now watch the recording on your own time!

In this clip, Financial Advisor Misty Garza, CFP®, explains why proactive retirement planning matters.

The full webinar replay can be viewed here: https://bogartwealth.com/video/are-you-ready-to-retire/

If you have questions or want to meet with one of our financial advisors, please contact us. https://bogartwealth.com/contact/

BOGART WEALTH IS HIRING!We're looking for talented individuals to join our amazing team in both VIRGINIA and TEXAS!Busin...
05/21/2026

BOGART WEALTH IS HIRING!
We're looking for talented individuals to join our amazing team in both VIRGINIA and TEXAS!

Business Development Manager
McLean, VA
The Woodlands, TX
Houston, TX

Client Services Manager
McLean, VA

Client Services Associate
McLean, VA
The Woodlands, TX
Houston, TX

Estate Planning Strategist
McLean, VA

Senior Financial Planner
McLean, VA

Check out our open positions and apply today!
https://jobs.appone.com/bogart-wealth

In Bogart Wealth’s MEET THE TEAM video series this week, we would like to introduce you to Associate Financial Advisor C...
05/20/2026

In Bogart Wealth’s MEET THE TEAM video series this week, we would like to introduce you to Associate Financial Advisor Carrie Malatesta!

Carrie works alongside Financial Advisor Brian Windsor to serve Bogart Wealth clients.

Glad to have you on the team Carrie!

Learn more about Carrie:https://bogartwealth.com/team/carrie-malat...

05/18/2026

In this clip from THE BOGART EFFECT Podcast, THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Associate Financial Advisor Victoria Holcom, CFP®, to talk about projecting the cost of college to help you fit it into your plan.

Watch the full episode here or listen wherever you get your podcasts: https://bogartwealth.com/college-planning/

If you have questions or want to meet with one of our financial advisors, please contact us. https://lnkd.in/eFy4iigy

Please join us in congratulating these AWESOME Bogart Wealth team members as they celebrate their work anniversaries thi...
05/15/2026

Please join us in congratulating these AWESOME Bogart Wealth team members as they celebrate their work anniversaries this month!

Brian Windsor CFP®
Vice President, Financial Advisor

Misty Garza CFP®, MBA
Senior Vice President, Financial Advisor

Sydney Rutledge CFP®
Financial Advisor

We appreciate their hard work and dedication to helping our clients reach their financial goals.

High income does not always equal long-term wealth. In InvestmentNews, advisor Patrick Marcinko shared why strong cash f...
05/13/2026

High income does not always equal long-term wealth. In InvestmentNews, advisor Patrick Marcinko shared why strong cash flow management is critical for high-net-worth families looking to build sustainable wealth over time.

“It is easy to fall into the false sense of security that a high income provides. But a high income is not the same thing as being wealthy,” Patrick says. “None of us want to work forever, and if we want to reach the point where work is optional, we must focus on building wealth now.”

Read the full story here:

Wealth managers explain how even the wealthiest of clients can be strapped for cash and how they work to avoid that from ever happening.

Address

2010 Corporate Ridge, Suite 900
McLean, VA
22102

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 9am - 5pm

Telephone

+18003773465

Website

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