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.

2022 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.

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 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!

Global Insight 2024 Outlook coverGlobal Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

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Meet the team

Learn more about the Bosart Wealth Management Group.

About our team

RBC Wealth Management Online

Latest Insights

U.S. Capitol building

U.S. debt: Not living on borrowed time

Dec 07, 2023 | Atul Bhatia, CFA

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

Read more
Global Insight 2024 Outlook Storm Clouds loom over field

Global Insight 2024 Outlook: Investing for a new reality

Dec 04, 2023 | Jim Allworth

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read more