Bart R. Bonga

Managing Director, Wealth Advisor

Bart is a Managing Director of Rothschild. Bart joined Rothschild in 1996 and served as President of the firm from 2014-2022.

Bart leads a team of investment professionals and money management specialists within Rothschild with assets under management and supervision in excess of $3 Billion.  He provides financial guidance to his clients to increase their overall wealth and assists them in achieving their financial goals.  Bart’s team specializes in building portfolios for clients with a global focus.  The team utilizes Quantitative & Qualitative factors in valuing companies.  This approach allows the team to select companies they are confident in to provide the best asymmetric risk/rewards.

Bart earned a B.A. from Biola University in Los Angeles, California. He and his wife Jenny split their time between Wheaton, Illinois, and Brentwood, Tennessee, and they have six children.

Our Independent Financial Advisory Team

We believe that our strength lies in our team. We bring together a diverse group of financial professionals, each with their own skills and experiences, to help you organize, protect, and grow your money.

Live your best financial life with the help of a true independent fiduciary like Rothschild Wealth Partners. 

Let Us Help Define Your Success

There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.

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There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.

Welcome to Rothschild Wealth Partners

We are thrilled to share some exciting news with you! As of 2023, Rothschild Investment, LLC, and Sentinus, LLC, have come together to form Rothschild Wealth Partners. By joining forces, we can unite our legacies, strengthen our services, and present a bold new chapter for our firm—one built on nearly two centuries of expertise and trusted financial stewardship.

Through thoughtful discussions and collaboration, we’ve crafted a brand that not only honors our history but also points towards an exciting future. While our name and look have evolved, one thing remains unchanged: our commitment to delivering strategic financial advice and personalized support to help you achieve your goals.