Our Wealth Management Solution
The Bogart Group gives you the ability to organize all your advisors and assets and consolidate them in the same place at the same time. Imagine a single platform through which all your financial matters may be managed. Your assets. Your private documents. Your wealth management and estate plan. Your retirement and cash flow models. The Bogart Group helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family.
We organize your assets, asset allocation strategy, insurance, and your wealth management and estate plans to help simplify, consolidate and integrate every aspect of your financial future.
Organize, Consolidate and Integrate Your Finances:
Benefits to Clients:
- Wealth management goals/plans
- Balance sheet/Net Worth statements
- Asset allocation strategy
- Account aggregation
- Cash flow/Retirement Models
- Tax and Wills, Trusts, tax returns
- Insurance coverages and summary
- Estate plan
- Immediate access to all financial related matters in a single location
- Current information
- Your accounts and assets are always current
- Your balance sheets are updated daily
Your updated financial status is automatically integrated into your comprehensive wealth management and estate plan, continuously providing you with a meaningful, up-to-date analysis. Trust services are provided by third parties. Neither RBC Wealth Management nor its Financial Advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.
Click HERE to receive more information on Our Wealth Management Solution or for a complimentary demonstration.