Bullogic Wealth Management

Bullogic Wealth Management is a tax-focused wealth advisory firm that works with business owners and real estate investors paying significant annual taxes. Its approach puts tax strategy first, covering S-Corp elections, cost segregation studies, reasonable compensation analyses, Solo 401(k) and custom retirement plans, and entity structuring, alongside wealth planning and investment management.

The firm offers two planning tiers, Total Wealth and Guided Wealth, with custom pricing for the first and a flat monthly fee for the second. Clients meet with the team in April, July and October, and the first step is a free 30-minute strategy call. The office is in Pearland, Texas.