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 of nine 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 fiduciary 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. We are also dedicated to helping businesses and 401(k) plan participants achieve successful outcomes.

Robert Bosart named one of Forbes Best-In-State Wealth Advisors

At Bosart Wealth Management Group, we are very proud that Financial Advisor Robert Bosart was named a Forbes Best-In-State advisor in 2022. 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!

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Retirement 101 - With James Varnum, Education & Enrollment Specialist with Nationwide

Jun 20, 2022 07:00 PM Eastern Daylight Time - Jun 20, 2022 08:00 PM Eastern Daylight Time
- Webinar, Online

We know that retirement is as unique as each individual planning for it. That’s why at Nationwide, we define retirement as your vision for the future – not as dollars and benchmarks. Retirement is different for everyone. And because it may seem far away, it’s hard to imagine what it will look like for you. But having some of your biggest questions answered can help you start planning. Please join us to learn more about saving for retirement.


Retirement 101 - With James Varnum, Education & Enrollment Specialist with Nationwide

Dec 13, 2021 07:00 PM Eastern Standard Time - Dec 13, 2021 08:00 PM Eastern Standard Time
Location To Be Determined

We know that retirement is as unique as each individual planning for it. That’s why at Nationwide, we define retirement as your vision for the future – not as dollars and benchmarks. Retirement is different for everyone. And because it may seem far away, it’s hard to imagine what it will look like for you. But having some of your biggest questions answered can help you start planning. Please join us to learn more about saving for retirement.


Planning For Healthcare Costs in Retirement With David Harris, Vice President with Nationwide Retirement Institute

Oct 13, 2021 11:00 PM Eastern Daylight Time - Oct 15, 2021 03:59 AM Eastern Daylight Time
Online Webinar, Bloomfield Hills , MI

Learn about how  healthcare costs can impact your retirement income. Learn what Medicare covers and what costs you pay out-of-pocket.  Learn what planning options you can use to prepare for these expense.

Hosted by: Bosart Wealth Management Group

About our speaker:

David Harris joined Nationwide in 1997 and is currently a Vice President with the Nationwide Retirement Institute. In his role Dave is dedicated to educating on the latest in retirement income solutions. He annually addresses thousands of financial professionals and participants, and his sessions are carefully customized to meet the needs of each group.


GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Let’s take the next step together

We would value the opportunity to learn more about your financial goals and how we can be of service to you. Please contact us at 248-336-5120, jenny.connor@rbc.com, or fill out the form below to schedule a meeting. We look forward to hearing from you.

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.

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Meet the team

Learn more about the Bosart Wealth Management Group.

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Latest Insights

Closeup of man using calculator and spreadsheets

How do currency markets affect fixed income investment?

Sep 29, 2022 | Atul Bhatia, CFA

The relationship between government bond yields and exchange rates is more complex than many investors realize.

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Janet Engels and Tylar Lunke

Audio commentary: The Fed has spoken ... now what?

Sep 28, 2022 | Janet Engels & Tylar Lunke

Janet Engels and Tylar Lunke discuss the Fed’s recent actions, market volatility, and what they think is in store for investors.

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