Aleksandr Spencer

Chief Investment Officer of Bogart Wealth, based in McLean, VA

[James Bogart, CFP®, ChFC® @jamesbogart]

Why is financial literacy so important to Jung Seh, CFP®, Financial Advisor at Bogart Wealth?

Find educational resources from Bogart Wealth for #FinancialLiteracyMonth on our website and LinkedIn page!

[James Bogart, CFP®, ChFC® @jamesbogart]

Why does Patrick Marcinko, CFP®, Financial Advisor at Bogart Wealth, think financial literacy is so important?

Continue to keep an eye out for educational resources from the Bogart Wealth team during #FinancialLiteracyMonth!

[James Bogart, CFP®, ChFC® @jamesbogart]

In this clip from THE BOGART EFFECT: A Wealthy Wisdom Podcast, Nick Conforti, CFP® and I discuss the different types of savings accounts and the various benefits each provides.

Watch the full episode here or listen wherever you get your podcasts:
https://t.co/EkpHKKkVKs

[James Bogart, CFP®, ChFC® @jamesbogart]

Happy to share I was named to @Forbes' 2024 list of Best-In-State Wealth Advisors, ranking #4 in Northern Virginia!

See the full list of rankings here:
https://t.co/UJ4SEu58Dg

Find the full methodology here: https://t.co/JWxUwHAPCf

[James Bogart, CFP®, ChFC® @jamesbogart]

Please help us congratulate Financial Advisor Jung Seh, CFP® on two years at Bogart Wealth! Thanks for all your hard work, Jung – we’re glad you are part of the team!

[James Bogart, CFP®, ChFC® @jamesbogart]

In this highlight clip from our Estate Planning webinar, Nell Cordick covers the importance of planning for incapacity and how that plays a role in your overall estate plan.
Watch the full replay of the webinar here:
https://t.co/awxm3tELpv

[James Bogart, CFP®, ChFC® @jamesbogart]

In this Bogart Wealth Personal Finance 101 webinar for #FinancialLiteracyMonth, AGT Associate Luke Leonard gives a basic introduction to monthly budgets, bank accounts, credit, and taxes. Watch the full video here:

https://t.co/C7k0yIkU9m

[James Bogart, CFP®, ChFC® @jamesbogart]

In episode three of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Financial Advisor Morgan Veth, CFP ® and I discuss "The Family Conversation" and how we approach talking about money, investments, and retirement with our loved ones. Watch here:
https://t.co/0JZPbZ3K2H

[James Bogart, CFP®, ChFC® @jamesbogart]

This week in Bogart Wealth’s MEET THE TEAM series, we'd like to introduce you to Jason Gulosh, CFP®, Bogart’s Director of Advisory out of our McLean office. Jason leads the firm’s team of Financial Advisors and oversees the Advisory department. Glad you’re part of our team Jason!

[James Bogart, CFP®, ChFC® @jamesbogart]

Bogart Wealth's next LEARNING SERIES webinar is happening Wednesday, March 27. Financial Advisor Nell Cordick will give an overview of the estate planning process, cover estate and transfer tax basics, and more. REGISTER TODAY!
Learn more and register here
https://t.co/q1Ux5ggiCc

[James Bogart, CFP®, ChFC® @jamesbogart]

Bogart Wealth’s Director of Advisory Jason Gulosh recently had the opportunity to sit down with @AuthorityMgzine to discuss his career journey, as well as share 5 things you should look for when hiring a financial advisor. Read the full interview here:
https://t.co/n66Tnqcimy

[James Bogart, CFP®, ChFC® @jamesbogart]

At Bogart Wealth, we not only understand the importance of having a financial plan as you enter a new life stage… we know how to celebrate those life stages too! We recently celebrated HR Manager Alison Coe’s upcoming wedding. So excited as you enter this new stage of life Alie!

[James Bogart, CFP®, ChFC® @jamesbogart]

The latest LEARNING SERIES webinar replay is now available. Financial Advisor Michael Camara, CFP® discussed Net Unrealized Appreciation (NUA) and looked at various post-retirement, estate planning, tax, and cash flow strategies. Watch the full replay here
https://t.co/tPqZoLa4EI

[James Bogart, CFP®, ChFC® @jamesbogart]

I had a wonderful evening with a few teammates from Bogart Wealth's McLean office at the @WBJonline's 40 Under 40 event last week, honoring myself and the other 2024 honorees!

[James Bogart, CFP®, ChFC® @jamesbogart]

Honored to share that Bogart Wealth was included in the @Inc Regionals 2024, ranking #84 in the list of fastest-growing private companies in the Mid-Atlantic region.
See the full list: https://t.co/siNQrSYw0n
See the rankings methodology: https://t.co/nTzxUbCRxK

[James Bogart, CFP®, ChFC® @jamesbogart]

February 23rd is a special day at our Houston office because it is Go Texan Day! The Texan flair even reached our McLean office!

Get more info on this fun 70-year tradition here:
https://t.co/Mk5AQmaEgZ

[James Bogart, CFP®, ChFC® @jamesbogart]

Bogart Wealth’s MEET THE TEAM series would like to introduce you to Patrick Marcinko, Financial Advisor out of our McLean office. A Baltimore area native, Patrick graduated from @virginia_tech, earning a Bachelor of Science degree with a concentration in Financial Planning.

[James Bogart, CFP®, ChFC® @jamesbogart]

Don’t miss tomorrow's Bogart Wealth's LEARNING SERIES webinar! Brian Windsor, CFP® discusses the benefits of saving in a tax-optimized account, backdoor Roth IRA contributions, & some Roth conversion strategies.
Learn more & register for the webinar here:
https://t.co/OaHleOfV5Q

[James Bogart, CFP®, ChFC® @jamesbogart]

In this highlight clip from our recent webinar, Sydney Rutledge, CFP® details the benefits and penalties that come into play with qualified accounts.
To watch the full replay of the webinar from Bogart Wealth's Learning Series, please click here:
https://t.co/Nb0pnFm1Ka

[James Bogart, CFP®, ChFC® @jamesbogart]

Please help us congratulate Grayson Kirby on one year at Bogart Wealth! Thanks for all your hard work Grayson, glad you're a part of the team.