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 Advisors Robert Bosart and Brad Bosart are named as Forbes Best-In-State advisors in 2022, 2023 and 2024. 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 2024.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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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

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While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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Water: A key investable theme of 2024

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