Building Opportunities, Guiding Generational Success
Our multigenerational firm works together with you to prepare and plan for your lifelong ambitions.
Our Mission
Empower clients to confidently pursue lifelong dreams and enrich their life by providing objective and value-driven financial guidance.
Our Approach
We assist our clients to explore and implement various financial strategies designed to meet their objectives while safeguarding their wealth.
Our Services
We meet our clients where they are in their financial course and guide them to where they want to be.
Building Opportunities, Guiding Generational Success
Our multigenerational firm works together with you to prepare and plan for your lifelong ambitions.
Our Services
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.
Our Resources
A consistent source of financial experience, offering our clients sophisticated wealth management strategies to potentially grow, preserve and transfer generational wealth.
Our Team
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.
Our History
Years of experience have prepared us to guide you through your life transitions.

Welcome to Boggs & Company Wealth Management
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.
- A consistent source of financial experience
- Sophisticated wealth management strategies
- Preservation and transfer of generational wealth
- Special needs trust
OVER 200 YEARS OF EXPERIENCE ACROSS THE TEAM
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.
How We Work
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.
Estate Planning
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Special Needs Trusts
Years of experience have prepared us to guide you through your life transitions.
Individual Retirement Account (IRA)
Ensure loved ones are cared for now and in the future.
Our Services
Want to learn more about retirement, social security, or estate strategies? Explore services we offer.
Explore Your Wealth Management Options
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.
Our Wealth Advisors
