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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Boggs & Company Wealth Management

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United States
Cumberland, MD
Boggs & Company Wealth Management

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As a multi-generational wealth management firm, we embrace our unique perspective and distinctive approach.

We’re able to offer exceptional service because our diverse team embodies our values. As a client and our 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. In working with us, you can rest assured that you can expect us to provide you and your loved ones with unbiased 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.

11/13/2026

Inheritance conversations aren't always easy, but avoiding them can create challenges down the road.

Read our latest blog to learn why communication plays an important role in preserving family wealth and values across generations.

https://www.boggsandcompany.com/blog/the-cost-of-silence-how-avoiding-inheritance-discussions-can-destroy-genera

11/11/2026

Today we honor and thank the men and women who have served our country.

We are grateful for their dedication, sacrifice, and commitment. Today, we recognize veterans in our communities and across the nation for their service.

11/11/2026

The artificial intelligence (AI) boom is becoming increasingly intertwined with the broader U.S. economy, fueling a surge in imports of semiconductors and servers while making data center construction an important source of business investment.
Get the full story in the : https://www.boggsandcompany.com/weekly-market-commentary

11/09/2026

The best time to start a legacy planning conversation may be sooner than you think.

Watch our latest video as we discuss the value of taking a proactive approach when planning for future generations.

11/06/2026

Many families spend years building wealth but give less thought to how it may be transferred in the future.

Our newest blog explores the importance of tax-efficient wealth transfer planning and key considerations for preserving your legacy.

Read here: https://www.boggsandcompany.com/blog/how-tax-efficient-wealth-transfer-planning-can-help-preserve-your-legacy

11/05/2026

When people think about legacy, wealth is often the first thing that comes to mind. But many families discover that a lasting legacy includes much more.

Watch our newest video as we explore the importance of values, communication, and planning in creating a meaningful legacy.

11/05/2026

Please join us in celebrating Steven Dull and Stacey Chambers on their one-year anniversary with Boggs & Company Wealth Management!

We are grateful for their hard work, dedication, and contributions over the past year. Here's to many more milestones ahead.

11/04/2026

Bonds have been behind the world’s biggest buildouts, effectively financing the future throughout history. And while equity markets have remained front and center amid the ongoing artificial intelligence (AI) driven bull market, as hyperscaler capital expenditures (capex) close in on $1 trillion per year, what was mostly an equity market story may now be turning into a rates market story as well. Hyperscalers have routinely begun selling longer-maturity bonds, and smaller borrowers have also entered the mix.
Get the full story in the : https://www.boggsandcompany.com/weekly-market-commentary

11/03/2026

Join us in celebrating Larry Boggs and an incredible 53 years in the financial services industry!

His commitment to serving generations of families has helped shape the foundation of Boggs & Company Wealth Management. Congratulations on this extraordinary achievement.

11/02/2026

Please join us in congratulating Steven Stroup on celebrating 43 years in the financial services industry!

His dedication to serving families and helping clients work toward their goals has made a meaningful impact over the years. We are honored to celebrate this remarkable milestone with him.

Address

29 North Liberty Street
Cumberland, MD

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+13017987669

Website

http://www.boggsandcompany.com/

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