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. Their mission is to help clients achieve financial peace of mind by preserving and maximizing intergenerational wealth.
Funding Round: Minority Investment
Funding Amount:
Date: 22-Jan-2025
Investors: Constellation Wealth Capital (CWC)
Markets: Wealth Management, Investment Management
HQ: McLean, Virginia, United States
Founded: 2016
Website: https://bogartwealth.com/
LinkedIn: https://www.linkedin.com/company/bogart-wealth
Crunchbase: https://www.crunchbase.com/organization/bw
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