Bogart Wealth:
A Leading McLean, VA Based Independent Advisor
Recently Released!!!
Date Published: February 14, 2025
Summary PowerPoint Deck: 47 Slides
Reference PowerPoint Deck: 47 Slides
Bogart Wealth was founded by James Bogart in 2016. Bogart Wealth is based in McLean, VA. Bogart Wealth is led by its CEO James Bogart and Chief Operating Officer Michelle Dubay. Bogart Wealth has three offices, 41 employees, & $2.7 billion assets under management. Bogart Wealth is privately owned. Its website can be found at www.bogartwealth.com.
This research addresses the key historical phases of Bogart Wealth, including:
Its profile includes detailed outlines of its core services, including:
Date Published: February 14, 2025
Summary PowerPoint Deck: 47 Slides
Reference PowerPoint Deck: 47 Slides
Bogart Wealth was founded by James Bogart in 2016. Bogart Wealth is based in McLean, VA. Bogart Wealth is led by its CEO James Bogart and Chief Operating Officer Michelle Dubay. Bogart Wealth has three offices, 41 employees, & $2.7 billion assets under management. Bogart Wealth is privately owned. Its website can be found at www.bogartwealth.com.
This research addresses the key historical phases of Bogart Wealth, including:
- Early Phase
- Middle Phase
- Constellation Wealth Capital Phase
Its profile includes detailed outlines of its core services, including:
- Financial Planning
- Investment Management
- Tax Preparation & Planning
- Retirement Planning
- Estate Planning
- Multi-Generational Planning
- Cash Flow Planning
- Net Unrealized Appreciation (NUA)
- Insurance
- Real Estate
And its profile concludes with the highlights of its organizational structure & ownership.
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
