Let us help you grow more than wealth

 

Mission statement

The Bosart Wealth Management Group (BWMG) provides individuals, families and corporations with financial consulting across a spectrum of financial considerations. Our team combines diverse backgrounds with a broad range of experience and expertise in wealth planning on a personal and corporate scale, serving you with a personal standard of care.

We offer customized investment, retirement, insurance and philanthropic planning, as well as consulting to our defined-contribution and defined-benefit clients. Our comprehensive approach to service demonstrates our commitment to helping you address aspects of wealth planning, investment and wealth management, and wealth transfer.

Our corporate services have been place since 1998. We serve corporate clients in the placement and on-going management of their employee retirement benefit programs. Our clients enjoy a process oriented approach that results in operational compliance and thought leadership toward retirement benefits. BWMG offers defined contribution, defined benefit, non-qualified defined contribution, as well as many other retirement plan designs available to the small to middle markets.

Top DC Advisor Team

Bosart Wealth Management Group is proud to be named as one of the Top Defined Contribution Advisor teams by the National Association of Plan Advisors in 2022, 2024 and 2025

Proud to work with a nationally recognized teammate

At Bosart Wealth Management Group, we are very proud that Financial Advisors Robert Bosart and Brad Bosart are named as Forbes Best-In-State advisors in 2022, 2023, 2024 and 2025. It’s an honor to have teammates nationally recognized as best in the industry—because it means we are serving our clients well. Congratulations, Rob & Brad!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2025.

Taking required minimum distributions

If you invest in traditional IRAs or employer-sponsored retirement savings plans, it’s important to know that they are not shielded from taxes indefinitely. When you reach age 73, you must take required minimum distributions (RMDs) to avoid tax penalties. Contact us today to learn more about your options.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Meet the team

Learn more about the Bosart Wealth Management Group.

About our team

Video Player is loading.
Current Time 0:00
Duration 0:00
Loaded: 0%
Stream Type LIVE
Remaining Time 0:00
 
1x
    • Chapters
    • descriptions off, selected
    • captions off, selected

      Serving our clients in multiple locations

      • 38505 Woodward Ave., Suite 150 Bloomfield Hills, MI 48304
      • 3550 Lenox Road Suite 1950 Atlanta, GA 30326

      RBC Wealth Management Online

      Latest Insights

      Chess

      Monetary policy possibilities

      Apr 24, 2025 | Atul Bhatia, CFA

      The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

      Read more
      Mother and teen daughter discuss finances

      College or retirement? How to save for your child’s future without disrupting yours

      Apr 24, 2025 | RBC Wealth Management

      Why saving for retirement should be a priority over paying for a child's education.

      Read more
      Disclosures

      RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

      The 2022 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2023. Data as of 12/31/2022. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

      The 2024 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2024. Data as of 12/31/2023. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

      The 2025 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2025. Data as of 12/31/2024. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

      The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

      The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

      The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

      The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

      The 2025 Forbes Best-In-State Wealth Management Teams award was announced January 2025. Data as of 3/31/24. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com.

      The 2025 Forbes “Best-In-State Wealth Advisors” award was announced April 2025. Data as of 6/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each advisor’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

      Brad Bosart is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. California Insurance License # 0M16401.

      Brad Bosart, NMLS # 1826156, Robert Bosart, NMLS # 1827958, Paul Mucci, NMLS # 2551793, and Brent Bosart, NMLS # 2440253 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      Robert Bosart is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. California Insurance License # 0M17273.

      Joseph Moynihan is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. California Insurance License # 0M16558.

      Paul Mucci is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. California Insurance License # 4382114.

      Brent Bosart is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. California Insurance License # 4284360.