A seasoned wealth advisor, James takes personal pride in assisting executives, entrepreneurs and professionals achieve their dreams through sound, highly customized financial planning strategies. As Principal of Bogart Wealth, he focuses both on maintaining the highest level of customer service and attention to detail available in the industry, and on continuing to deliver the best of technology, reporting tools and analysis to every Bogart Wealth client.
James’ practice spans wealth plan design, investment management, estate planning, family legacy planning, business succession, charitable giving, asset protection and retirement concerns, with a special insight and focus on multi-generational strategies. He regularly addresses audiences of industry professionals and senior corporate executives on new and upcoming developments in this field.
Educated at the University of Virginia and Georgetown University, James is a registered representative, a Chartered Financial Consultant® (ChFC®), holds the Life and Health Insurance license and is a CERTIFIED FINANCIAL PLANNER (CFP®).
James is married to his lovely wife Ashley, and they have a beautiful daughter Makenna. In addition to serving on the board of advisors for Let’s Help Kids, he is as a member of the Financial Planning Association, the Hopkins Society and PEAK Advisor Alliance. He is also a proud Eagle Scout, remaining active with the Boy Scouts of America. He and Ashley enjoy golf, travel, reading and cooking together.