BW BOGART WEALTH

Tax consulting services, namely, tax planning, optimization and strategizing; tax preparation

Investment advisory services, namely, RegisteredInvestment Advisor (RIA) services; investment management; Financial retirement planning; estate planning; cash flow financial planning; multi-generational financial planning; Financial retirement planning, namely, Roth conversion analysis; Financial planning, namely, Social Security optimization; financial analysis; Financial consulting, namely, net unrealized appreciation analysis; Financial risk management; Insurance consultancy in the nature of insurance review