Brian Bogart

Brian seeks to preserve and maximize wealth for his clients. His dedication to intergenerational wealth strategies makes him a unique asset, and has resulted in his practice taking on second and even third generations as his client’s families grow.

In addition to advanced degrees and accreditations, a passion for ongoing education and over thirty years of experience, Brian prides himself on the extremely high degree of personalized service he has always delivered to each client. He has handpicked every member of his team and instilled a culture of service at Bogart Wealth with the goal of ensuring that extraordinary service remains a hallmark of the Bogart Wealth experience.