Constellation Wealth completed the investment in Bogart Wealth.

Constellation Wealth, a long-term strategic investor, completed the investment in Bogart Wealth, independent wealth management firm. Financial terms were not disclosed. “We’re very excited to welcome Constellation Wealth Capital as partners in our mission to help clients achieve financial peace of mind by preserving and maximizing intergenerational wealth. The CWC team brings significant experience to our organization that will serve our team well and demonstrates our deep commitment to our clients and their families. This investment serves as a strong validator of our firm’s mission, vision, marketplace position, and growth trajectory,” James Bogart, Bogart Wealth Founder and CEO.