Robert L. Boggess is the CEO and Chief Strategist for IREXA Financial Services/Wealth Strategies. He has been helping investors build, manage and preserve financial wealth for 30 years. Bob’s focus is developing innovative, tax-efficient investment strategies.
Bob specializes in developing Tax-Efficient Investment Strategies by providing investment solutions that assist his clients in meeting their goals and objectives using: real estate, financial instruments, alternatives, and insurance products. His strategies focus on: wealth building, wealth maintenance, wealth protection, and estate planning, while minimizing taxable impacts.
PROFESSIONAL DESIGNATIONS Bob is a Registered Representative with SANDLAPPER Securities, LLC, (Member FINRA/SIPC). (AL, AZ, CA, CO, MT, OR, VA, WA), Registered Investment Advisor Representative with Sandlapper Wealth Management, LLC, a SEC registered advisory firm, (CA, WA). His securities registrations are FINRA Series 7, 22, 62, 63, and 65. Bob has an Insurance Producers License (WA). He is also a Licensed Real Estate Broker – RE/MAX Metro Realty, Inc. (WA), CCIM Designee – CCIM Institute.