Awards and Industry Recognition

Forbes

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

Cybersecurity

Jetting off for the season? Avoid these cybersecurity and safety pitfalls

June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Wealth Planning

Managing stock-based compensation in private companies

June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
Business Planning

Incentive stock options and the AMT

June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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