At the Bongard Wealth Advisory Group we offer full service wealth management and financial advice. Our team aims to combine traditional financial advice with a more interpersonal client-advisor experience.
A Personalized Approach to Financial Planning
All of our work is tailored to each individual client, taking into consideration factors like your comfort with risk, your short and long term goals, and how we can make your investment portfolio fit into your life plan. Our approach to financial planning is dynamic and collaborative, ensuring that your plan continues to evolve with you, adapting to your life as it changes.
When creating your financial plan, we want to better understand what money means to you and what we can help you accomplish. This includes first listening to you and getting to know you better, then creating a strategy on how we can help you reach your goals. We will continually monitor and review your progress and ensure that you stay on track with your plan and your annual contributions. At Bongard Wealth Advisory we recognize that financial planning isn’t a linear journey; whether it’s a change in your personal life or turbulence in the markets, we can help you create a financial plan that withstands all of life’s twists and turns.
We Want to Help You
As investment advisors we are motivated by the technical and personal aspects of finance. Helping our clients achieve financial stability by creating a strong and well-diversified investment portfolio is extremely rewarding. From sending your kids to school to funding your retirement we are excited to help you through all of life’s transitions. For our team, financial planning is about more than creating investment portfolios, it’s about building relationships and helping our clients achieve their goals.