Building Opportunities, Guiding Generational Success
Our multigenerational firm works together with you to prepare and plan for your lifelong ambitions.
Empower clients to confidently pursue lifelong dreams and enrich their life by providing objective and value-driven financial guidance.
We assist our clients to explore and implement various financial strategies designed to meet their objectives while safeguarding their wealth.
We meet our clients where they are in their financial course and guide them to where they want to be.
We meet our clients where they are in their financial course and guide them to where they want to be by implementing a sustainable financial strategy.
A consistent source of financial experience, offering our clients sophisticated wealth management strategies to potentially grow, preserve and transfer generational wealth.
At Boggs & Company, we believe it’s not only about your wealth, but what your wealth can create for you and your loved ones. Regardless of what wealth means to you, your finances play a significant role in your ability to truly enjoy life and all of its meaningful experiences. Our multigenerational firm works together with you to prepare and plan for your lifelong ambitions.
Years of experience have prepared us to guide you through your life transitions.
As a multigenerational firm, we embrace our distinct perspective and approach. We’re able to offer exceptional service because our diverse team embodies our values.
Becoming a part of our firm means our clients have a financial advocate on their side who is committed to their financial future. We honor their point-of-view and enrich their lives by proposing opportunities that can work for them today, tomorrow and for generations to come.
We meet our clients where they are in their financial course and guide them to where they want to be. Connecting every significant element of their life and applying a systematic approach, designing and implementing a sustainable financial strategy.
We help you plan for your retirement goals.
Strategies designed for every stage of business lifecycle.
Cost effective college savings strategies.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Insurance strategies to protect your wealth for generations to come
Ensure loved ones are cared for now and in the future.
Want to learn more about retirement, social security, or estate strategies? Explore services we offer.
Before you can make the right decisions for yourself, your wealth and your future, it’s important that you choose a financial advisor who is not only competent but committed to you and your lifelong aspirations. At Boggs & Company Wealth Management, we embrace your individuality, placing you at the center of every recommended strategy for your portfolio, and extend every opportunity to optimize your wealth. Above all, you have options, and we’re here to guide you through your own exploration of what your wealth can generate, and advise you with an informed perspective through your financial decisions.
President & Founder
Executive Vice PresidentInvestment Officer
First Vice PresidentInvestment Officer
Executive Vice President
Investment and Marketing Officer
First Vice President
Wealth management strategies to grow, preserve and transfer wealth.
Providing our clients and their loved ones with objective and value-driven financial guidance.
29 North Liberty Street
The Dajhana Building
Cumberland, MD 21502
(800) 935-6976 (toll free)
(301) 798-7669 (main)
(301) 798-9641 (fax)
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