Advice That Reflects Your Life

We work with people navigating growth, transition, and complexity; not spreadsheets, personas, or demographics. What unites the clients we work with isn't a job title, it's a mindset:

They want real advice, value a steady hand, and trust us to help make the hard decisions feel clearer.

Integrated Strategy

Every part of your financial life connected. We unify investments, tax, and estate design so each decision supports the next.

Collaborative Expertise

Specialists aligned around one plan. We coordinate with your accountant, lawyer, and banker for consistent, efficient outcomes.

Ongoing Stewardship

Guidance that evolves with you, from business growth to retirement and legacy, so your plan stays aligned as life changes.

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.

Individuals & Families

We help families align their wealth with their values and prepare for multigenerational planning.

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Individuals & Families

We help families align their wealth with their values and prepare for multigenerational planning.

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Business Owners

We guide owners through growth and transition, integrating tax, cash flow, and exit strategy.

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Executives

We simplify financial lives, from equity and tax timing to long-term independence.

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Physicians

We support doctors through every stage of practice, coordinating incorporation, insurance, and investing.

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Founders

We help clients navigate change with clarity, whether retirement, inheritance, or an unexpected shift.

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Life Transitions

We help clients navigate change with clarity, whether retirement, inheritance, or an unexpected shift.

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Your Personal Family Office

We bring together the investment, planning, and administrative expertise of a full family office; integrated through one advisory team and coordinated with your accountant, lawyer, and other advisors.

INVEST
  • Public Equity and Fixed Income Portfolios
  • Access to Alternative Investments
  • Disciplined Portfolio Construction
  • Lending Solutions via BMO Private Banking
  • Institution Research and Due Diligence
PLAN
  • Dedicated Advisory Team For Your Family
  • Cash Flow and Retirement Modelling
  • Estate and Succession Planning Support
  • Insurance and Risk Management Integration
  • Specialized Transition Planning Expertise
COORDINATE
  • Collaboration with Your Advisors
  • Tax Strategy Aligned Planning
  • Philanthropic and Foundation Guidance
  • Proactive Account Administration
  • Continuity Planning for Next-Generation

Frequently Asked Questions

What makes your approach different?

We coordinate your investment, planning, and tax decisions under one plan — so you don’t have to.

How do you work with my existing professionals?

We see ourselves as part of your advisory bench. Our role is to coordinate and simplify, working directly with your CPA, lawyer, and banking team so that every recommendation fits your overall strategy.

What’s the minimum portfolio size?

Most families we work with have investable assets starting around $1 million, though planning discussions often begin earlier. What matters most is fit, not thresholds.

Ready to Talk Strategy?

We'll help you bring the moving parts together.

Book a Strategy Session