Mission Statement

We will always keep your best interests at the forefront while creating personalized wealth strategies to mitigate tax liability and help you keep more of what you make. We are committed to forging valued relationships through integrity, accountability, responsiveness and teamwork.

ROBERT L. BOGGESS


Chief Executive Officer, Chief Strategist

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 Great Point Capital, LLC, (Member FINRA/SIPC). (AL, AZ, CA, CO, MT, OR, VA, WA), Registered Investment Advisor Representative with Great Point Capital, 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.

    TRACY ZITNIK


    Marketing and Operations Manager

    Tracy Zitnik manages external communications and marketing, she also manages the administrative and organizational aspects of our programs. She has previously owned and managed small businesses in the legal and health fields.

    Tracy has a Professional Certificate for Public Relations from the University of Washington, a B.A. in Communications from the University of Nebraska at Omaha, and a Juris Doctor from Creighton University School of Law.

    Tracy Zitnik has an active law license in Washington State. Neither Tracy Zitnik nor anyone associated with IREXA Financial Services/Wealth Strategies provides tax or legal advice.

      ©2018 IREXA Financial Services | Wealth Strategies. All Rights Reserved. Privacy Policy

      * IREXA® Financial Services / Wealth Strategies, Great Point Capital, LLC and Abacus Insurance Advisors, LLC do not provide legal or tax advice.

      **Investing has risks; performance is not guaranteed.   Securities offered through Great Point Capital, LLC (GPC) (member FINRA/SIPC). Robert L. Boggess is an independent representative of Great Point Capital, LLC. IREXA®  Financial Services/Wealth Strategies is not an affiliated company with the Great Point Capital, LLC or CPAAcademy.org. No offer to buy or sell securities is being made. Such offers may only be to qualified accredited investors via private placement memorandum. Neither GPC nor IREXA® are tax advisors. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Investments are not guaranteed or FDIC insured and risks may include but are not limited to complete loss of principal investment. Risks detailed in a private placement memorandum should be carefully reviewed, understood and considered before investment. Changes in the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made.

      Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss.

      NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by IREXA®  Financial Services/Wealth Strategies, Great Point Capital, LLC, or any affiliate, or partner of (“Great Point Capital”). IREXA®  Financial Services/Wealth Strategies does not warrant the accuracy or completeness of the information contained herein. FINRA Broker Check: Check the background of this investment professional on FINRA BrokerCheck.