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Valerie Donely Email
Client Services Manager . Bogart Wealth
McLean, VA
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Employees:
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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. \n\nWhen you work with us, you will find that not only will you enjoy an extremely high level of service from our wealth managers, but that our boutique size enables multiple advisors to become familiar with you - and your financial plan.\n\nOur services include:\n•\tRetirement Planning\n•\tInvestment Management\n•\tTax Planning & Tax Strategizing\n•\tRoth Conversion Analysis\n•\tCash Flow Planning\n•\tEstate Planning\n•\tMulti-Generational Planning\n•\tSocial Security Optimization\n•\tPension Lump Sum vs. Annuity Analysis\n•\tSpecialized NUA Analysis\n\nAs 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.\n\nPlease see important disclosures from Bogart Wealth here: https://bogartwealth.com/important-disclosure-information/ \n\nNeither 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. A fee was not paid by Bogart Wealth or its investment professionals to receive any ranking. The rankings are based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or Bogart Wealth.Bogart Wealth Address
McLean, VA
United States