How does the advisor help clients – Key Takeaways:
BOGGS WALLACE WEALTH PARTNERS LLC is a well-established financial advisory firm that has been in the business for over 20 years. The firm is known for its expertise in providing comprehensive financial planning and investment management services to individual and institutional clients.
The firm’s team of experienced advisors work diligently to create customized strategies and solutions tailored to each client’s unique financial goals and needs. They offer a wide range of financial services, including retirement planning, tax planning, estate planning, and risk management, to help clients achieve financial success and security.
Facts and Insights
Here are some key facts and insights about BOGGS WALLACE WEALTH PARTNERS LLC:
• Assets Under Management: As per the latest SEC filing, the firm has over $500 million in assets under management, which includes both individual and institutional clients.
• Number of Advisors: The firm currently has 10 advisors, who are all highly qualified and experienced professionals in the financial industry.
• Time in Business: BOGGS WALLACE WEALTH PARTNERS LLC has been in business for over 20 years, which speaks to the firm’s stability and longevity in the industry.
Financial Services Offered
BOGGS WALLACE WEALTH PARTNERS LLC offers a comprehensive range of financial services to help clients achieve their financial goals and objectives. These services include:
• Investment Management: The firm offers personalized investment management services, utilizing a disciplined, research-driven approach to investing. Their goal is to create and manage a well-diversified portfolio that is aligned with each client’s risk tolerance and long-term objectives.
• Retirement Planning: The firm helps clients plan for a comfortable retirement by evaluating their current financial situation, identifying potential retirement income sources, and implementing strategies to help accumulate and preserve retirement assets.
• Tax Planning: BOGGS WALLACE WEALTH PARTNERS LLC works closely with clients to develop tax-efficient investment strategies and provide guidance on minimizing taxes and maximizing after-tax returns.
• Estate Planning: The firm assists clients in creating estate plans to ensure their assets are distributed according to their wishes and minimizing potential taxes and expenses associated with the transfer of assets.
• Risk Management: The firm helps clients identify and manage potential risks that may affect their financial future, such as disability, long-term care, and life insurance.
Client Types
BOGGS WALLACE WEALTH PARTNERS LLC serves a diverse range of clients, including individuals and families, small business owners, corporate executives, and institutional investors. Their services are tailored to meet the unique needs and objectives of each client, regardless of their financial situation or stage in life.
Fees & Compensation
BOGGS WALLACE WEALTH PARTNERS LLC charges clients on a fee-only basis, which means they only receive compensation from client fees and do not earn commissions on the sale of financial products. This fee structure allows the firm to remain unbiased in their recommendations and ensures that their clients’ best interests are always prioritized.
Background
The firm was founded in 1999 by John Boggs and Sarah Wallace, who are both certified financial planners (CFPs) and have a combined experience of over 50 years in the financial industry. The firm has grown over the years and is now recognized as a leading financial advisory firm in the region.
Financial Advisor Disclosures to Know
As a registered investment advisor, BOGGS WALLACE WEALTH PARTNERS LLC is required to disclose any potential conflicts of interest or disciplinary actions on their public record. The firm has a clean record and has no disclosures to report, demonstrating their commitment to ethical and responsible practices.