Our Mission

Pursue Lifelong Dreams

Our mission has remained consistent for over four decades: Empower our clients to confidently pursue their lifelong dreams and enrich their life by providing objective and value-driven financial guidance. We like to say, "it’s like our family serving your family." Our firm is more than your source of financial guidance, we are also a pillar of continuous support, striving for each and every one of our clients to reach a greater level of sustained success for generations to come.

Our Name

We are proud of our firm’s new name, Boggs & Company Wealth Management, for its representation of who we are collectively as a firm, how greatly we value our clients and how we embrace our community. As a multigenerational firm, we offer a unique perspective and distinctive approach, and are committed to:

Building
Opportunities,
Guiding
Generational
Success

Our name not only symbolizes our tenured and talented team, but also our clients, who are an extension of our firm. It was important to us that we chose a name that could express our gratitude for our clients' unwavering loyalty to our team and our collective future.

About Us

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 are your financial confidant, committed to putting your needs, wants, and priorities first.

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Wealth management strategies to grow, preserve and transfer wealth.

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