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 deigns 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 and 2024.

Proud to work with a nationally recognized teammate

At Bosart Wealth Management Group, we are very proud that Financial Advisor Robert Bosart was named a Forbes Best-In-State advisor in 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Robert!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

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Meet the team

Learn more about the Bosart Wealth Management Group.

About our team

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

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

May 28, 2024 | RBC Wealth Management

Utilizing a 529 savings plan may be an effective tool to build a tuition nest egg, even if college is fast approaching for your child.

Read more
Commuters on a train

A return to yield curve normalcy?

May 23, 2024 | Atul Bhatia, CFA

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

Read more