Who We Advise
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.