Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023
Top Wealth Advisors Best-In State
2024 • 2022

About Ross

Ross Dolgoff is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management.

As the founding member of The Dolgoff Group, he develops and implements comprehensive wealth and portfolio management plans for high-net-worth individuals, corporate executives, endowments, foundations and institutions. Ross' insight and discipline enable him to deliver exceptional service to help his clients meet their financial goals and objectives. He leverages J.P. Morgan's thought leadership, investment platform, and research to structure customized portfolio strategies for each client.

Ross' particular strength is his client-first approach, refined over more than 21 years in financial services, in which he prides himself on sitting on their side of the table. His discipline and care inspire his clients' ongoing loyalty. Recognizing that their primary goal is to retain the wealth they have amassed, Ross makes risk management his top priority.

Ross began his financial services career at Lehman Brothers, and joined a J.P. Morgan predecessor firm in 2005. His unwavering commitment to excellence on behalf of his clients is well documented.

Ross graduated from the United States Military Academy, West Point, NY, with a B.S. in Management, and was a Distinguished Military Graduate. After serving in the field artillery for five years and attaining the rank of Captain, Ross earned an M.B.A. cum laude from Babson College.

The son of a diplomat in the State Department, Ross was born in Pakistan, and has lived in Japan, Germany, and the Philippines. He now lives in Milton, MA, with his wife, Jill, and their three sons, Henry, Harrison, and Hayes. He enjoys playing golf, hiking and reading.

Insights

Investing

What to consider when you’re considering alternative investments

March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Wealth Planning

On the rocky road to tax cuts

March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
Outlook

March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected

March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.