A plan tailored for you For the goals you want to accomplish

James Ingoe, CIMA®

First Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
Senior Portfolio Manager

Visit BoundaryRock Wealth Management

phone

301-718-5051







address

7700 Wisconsin Avenue
Suite 300
Bethesda, MD 20814



Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.



Insights

Building an investment plan

Building an investment plan

Planning for the future

Planning for the future