Is Bullogic Wealth Management by appointment only?

Yes, Bullogic Wealth Management is by appointment only.

Specialties

We make cash flow management, retirement accounts, and savings accounts all work together to reach your short-term and long-term goals. We implement tax-saving strategies so your money is working for you and not the government. Finally, we help you manage your assets so you know that your estate is distributed per your wishes.

History

Established in 2018.

We will help you make sense of your money and investments, so you can spend your time living, not worrying. Money has a lot of moving parts. Trying to get them to all work together can be a struggle. As a CFP®, we are equipped with the knowledge and tools to manage your complete financial picture. We make cash flow management, retirement accounts, and savings accounts all work together to reach your short-term and long-term goals. We implement tax-saving strategies so your money is working for you and not the government. Finally, we help you manage your assets so you know that your estate is distributed per your wishes.

Meet the Business Owner: Adam B.

Adam Beaty, CFP® Adam has always been fascinated by the finance industry. He obtained his degrees in Finance and Marketing from the University of Houston and utilized them in the stock market to manage a small conservative option hedge fund. As a Registered Investment Advisor, he was bombarded with questions such as, "How do I repair my credit?", "How much money can I spend now that my husband has passed?", and "How should I diversify my portfolio?" The problem with running a hedge fund is that you can only manage peoples' investments, not help them manage their finances. He became a CFP® and started helping people with their money. When Adam is not behind a computer screen working, you can find him in the kitchen perfecting another recipe or on the golf course searching for his perfect game.