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.
This history provides our team with institutional wisdom that has been passed down through five generations from conversations that have taken place in both the office and at the dinner table.
One of the key lessons that have been passed down is to always treat clients like family.
These lessons and wisdom have helped shape our approach and investment philosophy. While the investment landscape and financial planning have evolved over the last 110 years, the same core principles of investing in high-quality companies, taking a long-term approach to investments, and focusing on capital preservation remain constant. Our team prides itself on being stewards of your family's wealth and work to protect and grow that capital over generations to come.
Finally, at the Bongard Wealth Advisory Group, our team holds ourselves accountable to the highest standard of a fiduciary, to always act fairly, honestly, and in good faith for the best interest of our clients, and always put our client's needs above ours. Our team is bound to this fiduciary standard through the CIM, CFA, and CFP designation codes of conduct.