About Us

Welcome to Boggs & Company Wealth Management

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.

We serve as a consistent source of financial expertise, offering clients sophisticated wealth management strategies. Read more about our mission. Learn more

What Makes Us Distinct

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. As a client and our main priority, we stand determined to ensure that you live a life you love and are encouraged to cherish the moments you hold dear with the ones you love most.

As we continue to expand, rest assured that you can expect for us to continue providing you and your loved ones with personalized and value-driven financial guidance. We’re more than your advisors, we are your friend, your confidant, and will persevere as your voice of reason throughout your cycles of life.

Our Services

Our mission has remained consistent for over four decades: Empower our clients to confidently pursue their lifelong dreams and enrich their life by providing personalized and value-driven financial guidance.

Retirement Planning
Income strategies in retirement
Insurance
Protecting what you work hard for
College Savings Plan
Education for generations
Estate Planning Strategies
Transfer wealth to loved ones

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Our Wealth Advisors

We simplify the multilayered world of finance with informed insights, strategic perspectives and tailored solutions. Serving individuals and families seeking personalized financial guidance- we assist our clients in exploring and pursuing various wealth management strategies, designed to meet their objectives while safeguarding their wealth. We approach every client with a personalized touch, accounting for their current life stage and projected timeline, as well as their tolerance to risk and long-term objectives. Our team of advisors is your financial confidant, committed to putting your needs, wants, and priorities first.