In Bogart Wealth’s MEET THE TEAM video series this week, we would like to introduce you to Pete Knoer, CFP®, Vice President and Financial Advisor, out of our Texas office in The Woodlands. Pete joined Bogart Wealth in 2016 after a 30-year career with Exxon and ExxonMobil. He is a valuable resource for clients planning their own retirements – especially for those who plan to enjoy rewarding second careers as he does. In addition, Pete serves as the Trainer for our Advisor Growth Track program. Glad to have you on the team, Pete!
Bogart Wealth
Investment Management
McLean, VA 2,599 followers
Fiduciary Investment Advice, Retirement Planning, Tax Preparation & Optimization in McLean, VA & The Woodlands, TX
About us
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. When 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. 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 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. 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. 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.
- Website
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http://bogartwealth.com
External link for Bogart Wealth
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- McLean, VA
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Retirement Planning, Tax Planning, Multi-Generational Planning, Investment Management, Estate Planning, Cash Flow Planning, Roth Conversion Strategies, Social Security Optimization, ExxonMobil, SAP, and SAP NS2
Locations
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Primary
2010 Corporate Ridge
Suite 580
McLean, VA 22102, US
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820 Gessner
Suite 1110
Houston, TX 77024, US
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1725 Hughes Landing Blvd
Suite 845
The Woodlands, TX 77380, US
Employees at Bogart Wealth
Updates
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Bogart Wealth’s Nell Cordick, CFP® was featured in this article from Barron's, sharing what she’s telling clients after the recent global stock sell-off: “We manage risk in our portfolios. However, when we have these extremely volatile periods, it does create opportunities for us, and that’s what we’re telling clients.” Read Nell’s full comments here:
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In this clip from THE BOGART EFFECT Podcast, James Bogart, CFP®, ChFC, and Leah Dwyer, CFP®, discuss the importance of planning with an emergency fund. Watch the full ‘Are You Ready if Retirement Comes Early’ episode here or listen wherever you get your podcasts: https://lnkd.in/gr6dBsfh
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For most, wealth creation takes time and discipline. It takes an ability to weather market ups and downs, and more than anything, it takes a lot of patience. Bogart Wealth’s Patrick Marcinko, CFP® highlights the various savings accounts available and some smart saving strategies in this recent article he wrote for Retirement Daily on TheStreet, which explores a realistic roadmap to wealth creation. Read Patrick’s full article here:
The New Retirement Reality: Building Wealth Takes Time & Smart Strategies
thestreet.com
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Please help all of us at Bogart Wealth congratulate Chaz Billak, CFP®, who was named to USA Dodgeball’s 2024 team and leaves to compete in Austria this week. Way to go Chaz!
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In Episode #12 of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Associate Financial Advisor Leah Dwyer, CFP® joins James Bogart, CFP®, ChFC to discuss how to plan for and prepare for retirement if it suddenly comes earlier than expected. Watch the full episode here or listen wherever you get your podcasts:
Are You Ready if Retirement Comes Early - Bogart Wealth
bogartwealth.com
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In this highlight clip from our recent LEARNING SERIES webinar on cash flow strategies, Daniel Evans, CFP® examines how long your portfolio could last using different withdrawal rates. To watch the full replay of this WEBINAR from Bogart Wealth's LEARNING SERIES, please click here: https://lnkd.in/gvSyRVqf
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In Bogart Wealth’s MEET THE TEAM video series this week, we would like to introduce you to Misty Garza, CFP®, MBA, a Financial Advisor out of our Texas office in The Woodlands. Misty joined Bogart Wealth in 2022 and brings with her over 20 years of experience. She graduated from St.Edward's University with a B.A. in International/Global Studies and then attended the University of Houston to earn her MBA. Glad to have you on the team, Misty!
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In this highlight clip from our recent LEARNING SERIES webinar on cash flow strategies, Daniel Evans, CFP® discusses the importance of cash flow planning. To watch the full replay of this WEBINAR from Bogart Wealth's LEARNING SERIES, please click here: https://lnkd.in/gvSyRVqf
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Please help us in congratulating Bogart Wealth’s AGT Client Services teammate, Asima Aleem, as we celebrate her upcoming wedding. Congrats Asima, we’re so happy for you!
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