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About Bogart Wealth

Bogart Wealth

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement. 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. 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...
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Contact Information for  Bogart Wealth

1725 Hughes Landing Boulevard
Suite 845
The Woodlands, Texas
77380
United States



Phone Number: +1 832-240-3307

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