Discover the power of
a winning team
A 'professional' client interaction, client facing, learning setting.
Find Your Best Fit By Working a variety of roles.
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Thrive and Grow the Bogart Way

New to the financial services industry and hoping to gain your footing and find your ideal role within an established wealth management firm?

Experienced as an advisor but seeking to revitalize your practice and maybe even – “tuck in” with us?

Not sure where you fit in but interested in joining a growing financial services firm?

Advisor Growth Track is suitable for motivated individuals new to the industry looking to gain their footing, as well as experienced advisors looking to partner with a winning team.

We’ll build a personalized program for you so you can work “all the stations” and find your groove.

We aim to share our expertise and specialized perspective through our training and growth program, which takes place in conjunction with employment at Bogart Wealth.

We’re glad you’re here!

2022 and 2021 lists

For emerging talent:

With Advisor Growth Track powered by Bogart Wealth, now you can thrive and grow under the mentorship of one of the fastest-growing Registered Investment Advisory (RIA) firms in the country in a collaborative, family-oriented, high-achieving environment. Gain expertise in all aspects of holistic financial planning including retirement planning, investment management, estate and multigenerational planning, risk management, client services and communications, account management, operations, and more.

For experienced financial advisors:

Look no further. We will create a customized growth and succession plan that helps you monetize today while creating a great glide path and continuity plan for the future. Enhance your skills, learn the Bogart way, and partner with one of the top RIA firms in the country in a collaborative, family-oriented, high-achieving environment.

Learn and grow with us:

You will learn how to deliver a first-rate client
experience – and be supported every step of the way – as we guide successful individuals and their families on their paths to and throughout retirement, while also helping them achieve financial peace of mind by preserving and maximizing intergenerational wealth.

Bogart Wealth Team image -
Bogart Wealth Team Image
Bogart Wealth group image

Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or 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 if the investment professional or Bogart Wealth is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or Bogart Wealth to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/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 may pay a fee in exchange for plaques, logo licensing, or article reprints commemorating the designation. While Bogart would pay this fee after receiving the designation and not as a condition precedent to receiving it, the fact that Bogart pays any fee with respect to its receipt of the designation should be considered if such designation is a factor in a client or prospective client’s evaluation of whether to initially to engage or continue to engage Bogart for investment advisory services.