A Century of Wealth Management Excellence

At Bongard Wealth Advisory, we bring over 110 years of experience in providing trusted, disciplined wealth management services. Our legacy in the financial services industry shapes our comprehensive, client-focused approach, ensuring each client receives personalized, strategic financial advice tailored to their unique goals and attitudes toward risk.

 

Our team adopts a family office approach, collaborating with you and your family to build a customized, holistic financial plan. We integrate investment management, retirement planning, insurance strategies, estate planning, and philanthropic goals to create a road map that secures and grows your wealth across generations.

 

Working closely with your accountant and lawyer, we craft tax and legal strategies that align with your financial objectives. Whether it's optimizing your investment portfolio, planning for retirement, or structuring your estate, we provide comprehensive, personalized solutions to support your financial journey.

A Legacy-Driven, Client-Centered Wealth Management Approach

Discover our personalized approach to wealth management, built on over 100 years of expertise. We combine traditional values with modern financial strategies to create tailored plans that align with your goals and protect your legacy.

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Who We Help: Personalized Wealth Management for Diverse Client Needs

Learn about the diverse range of clients we serve, from high-net-worth families to business owners and professionals. Our team provides customized financial solutions designed to meet the unique needs of each client.

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Full-Service Wealth Management

Explore our comprehensive suite of wealth management services, including investment management, financial planning, estate planning, and tax strategies. We offer solutions tailored to your needs, ensuring your financial success at every stage of life.

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Our Team

Meet the dedicated professionals behind Bongard Wealth Advisory. Our team combines decades of experience with a commitment to providing personalized, client-focused service that builds long-lasting relationships."

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Take the First Step Toward Your Financial Future

At Bongard Wealth Management, we provide personalized and comprehensive wealth management services.

Let us help you achieve your financial goals with confidence.

 

Contact Us Today

Recent Updates

June Market Newsletter: Navigating Regime Change: Trade, Tariffs, and What Comes Next

The first half of 2025 has been characterized by a dramatic regime shift in economic policy following President Trump’s inauguration for his second term....

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The Hidden Costs of Not Planning Early for a Business Sale

Delaying preparation for a business sale can lead to hidden costs like undervaluation and tax inefficiencies. Learn how proactive planning enhances value, reduces risks, and secures financial success....

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Balancing Risk and Opportunity in Investment Management Post-Sale

Effectively managing liquidity after selling your business is key to financial security. Learn how to balance risk and opportunity with a tailored investment management strategy....

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Increased Volatility and US China Trade War Escalation

This last week has been one of the more chaotic weeks in our investing careers, with markets reacting quickly to both changed economic assumptions, social media posts and an escalating trade war between the US and China....

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Navigating the Challenges of Selling a Family Business

Selling a family business is uniquely complex, requiring careful planning and sensitivity to family dynamics. Learn strategies to balance financial priorities, preserve legacy, and navigate emotional challenges....

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