110 Years of Wealth Advice

The Bongard Wealth Advisory Group takes a disciplined team approach to managing your money and recognizes that each client has unique goals and attitudes towards risk. Our team's family office approach to wealth management and investment strategy is based on our family's history of being in the financial services industry for over 100 years. 

Our team works with you and your family to assess your unique needs and develop a tailored holistic financial plan and wealth management strategy incorporating investment management, retirement planning, insurance planning, estate planning and philanthropic goals. Our team works with your accountant and lawyer to develop tax and legal strategies to provide you and your family with personalized wealth advice.

 

 

Who We Help

 

Our team works with various investors, including multi-generational families, incorporated professionals, executives, business owners and foundations.

  



Full-Service Wealth Management


We specialize in full-service wealth management. We offer a wide variety of financial services, including financial planning and discretionary wealth management, to help you reach your financial goals.


 
 
 



Our Approach


Our team has a unique approach to wealth management based on 100 Years of experience in the financial industry and the ability to help guide you through life transitions. 

 



Our Team


Debbie, Chris, Mark, and Rosemary have over combined 75 years of wealth management expertise. Our team is here to help with all of your wealth management needs.