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.

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 - Feb 2024The death of (traditional value)

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Meet the team

Learn more about the Bosart Wealth Management Group.

About our team

Welcome to our new hires

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

Shibuya intersection

Shaking up corporate Japan

Feb 22, 2024 | Frédérique Carrier

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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Positioning for inflation shocks

Feb 15, 2024 | Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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