Firm Culture & Values
Bogart Wealth's Culture & Values
Together, our mission is to provide families with trust and peace of mind.
We are team players and help each other so nobody is overwhelmed.
We believe in results and value open and clear communication, as well as the ability to make client connections.
Culture is words, but it’s also actions.
When you join Bogart Wealth, you become part of a firm helping clients secure their financial peace of mind. Our firm commitment extends to our employees as well as our clients.
Our Core Values:
Fiduciary: We put Clients & Company before self-interest. We do the right thing for the client. We rebate fees and fix our mistakes (trade error backdating). We do not sell ‘products’ for commissions or fees. Our employees understand and believe in our firm’s goals and growth. They are loyal to our company.
Integrity: We are Dependable, Reliable, Trustworthy and Transparent for each other and our clients. We do what we say we are going to do and take responsibility for our position. Our team members rely on each other to perform their job in a timely and accurate manner.
Commitment: Our employees have a strong work ethic and take pride in their work. The quality of work includes attention to detail, being proactive, and exhibiting a high sense of urgency. We work as a team to achieve client satisfaction, often going above and beyond. We do what we say we are going to do and take responsibility for our position. Our team members rely on each other to perform their job in a timely and accurate manner.
Teamwork: Helpful, Humble/No Egos, Positive Attitude, Professionalism, Loyalty, Friendly (Personable and Social). No matter what position they hold in the firm, everyone is willing to help out wherever needed. Even though employees are busy, they maintain a positive attitude and the desire to help.
Growth: Self Motivated (Personal and Professional), Passionate, Innovative/Creative, High-Intelligence/Knowledge. We as a company are focused on growing. Motivated to assist with development of the company. Always looking for opportunities to improve.
Communication: Is open and clear with the ability to make strong client connections. Transparency. We educate and communicate with clients. As a team we let each other know what is happening and work together to achieve the best possible client experience.
We value each and every one of our team members! Learn more at