Advice That Reflects Your Life

We work with people navigating growth, transition, and complexity; not spreadsheets, personas, or demographics.

At Bongard Wealth Advisory, our work doesn't start with account balances or income tiers. It starts with your story.

We help business owners prepare for liquidity events. We help physicians carve out space to focus on their patients and families. We help professionals and executives navigate complexity, equity compensation, and time scarcity. And we help high-net-worth families preserve, protect, and pass on wealth with intention.

 What unites the people we work with isn't a job title. It's a mindset: They want real advice. They value a steady hand. And they trust us to help make the hard decisions feel clearer.

We Help Business Owners Navigate Growth and What Comes After

You've poured your time and energy into building something meaningful. Now you're thinking about protecting that success, preparing for a transition, or simply getting your financial house in order. We help business owners plan for liquidity events, exits, and the freedom to define what's next.

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  • Pre-sale planning and succession strategies
  • Asset protection and personal cash flow forecasting
  • Portfolio construction post-liquidity
  • Business continuity and family involvement planning
  • Collaboration with legal and tax advisors during exit

We Help Professionals Make the Most of Their Success

You're building a career, managing a demanding schedule, and balancing competing financial goals, all with limited time to sort through the complexity. We help professionals and senior leaders simplify the big picture, optimize equity comp, and build a strategy that supports long-term financial independence.

Learn More About Our Work With Professionals →
  • Equity compensation and RSU planning
  • Diversified investment strategy aligned with career milestones
  • Retirement and income forecasting for high-income professionals
  • Tax-aware strategies for stock options and bonuses
  • Family wealth planning and inter-generational support

We Work With Physicians Across Every Stage of Practice

You've built a practice, care for patients, and juggle an enormous set of responsibilities, often with little time left to focus on your finances. Whether you're early in your career or preparing for retirement, we help doctors make confident decisions that protect their income, support their families, and build long-term wealth.

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  • Incorporation and professional corporation strategy
  • Tax-efficient retirement and income planning
  • Insurance and risk coverage tailored to medical professionals
  • Discretionary investment management with your goals in mind
  • Estate and legacy planning for family continuity

We Help Families Build and Protect Multigenerational Wealth

Your financial picture includes more than investments. It includes people, purpose, and long-term vision. We help affluent families organize their financial lives, align family values with strategy, and preserve wealth across generations. Whether you need a structured plan or a sounding board, we're here.

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  • Family office–style coordination with legal and tax professionals
  • Estate planning and wealth transfer strategies
  • Philanthropic giving and foundation setup
  • Risk management and insurance structuring
  • Intergenerational planning and family governance

We Help Clients Navigate Major Life Transitions

Change is hard, and sometimes unexpected. Whether you're selling a business, planning retirement, grieving a loss, or adjusting to a new financial reality, we help you pause, plan, and move forward with clarity. With specialized training in financial transition planning, our team supports you at both the technical and emotional levels, turning overwhelming change into thoughtful action.

Learn More About Our Work With Transitions →
  • Retirement, relocation, and career transitions
  • Financial guidance after loss, divorce, or illness
  • Liquidity event and inheritance planning
  • Business exit and succession support
  • Calm, structured decision-making in uncertain times

Let's Talk About Your Life. Not Just Your Portfolio

Whether you're growing a business, planning your legacy, or trying to make the next right decision — we're here to help.

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