info@rwroge.com | (631) 218-0077
Ask a Senior Wealth Advisor
To learn more about how we work with our clients, please view this short 2.5 minute introductory video.
Planning your future gives you the confidence needed to move forward toward achieving your dreams.
How can you become one of the 5% of all Americans living a life of clarity, purpose, confidence and freedom?
In order to make the most of your money, you need to know where you want to go and determine the best way to get there.

Long Island Financial Planning and Investment Management

Our mission is simple: to help clients Plan, Achieve and Live® the life they want.

Fee-Only Advisors

a4
As fee-only financial advisors, we are required to act in your best interest as a fiduciary, all of the time. We have no financial relationship with anyone except our clients. Broker-dealers and Insurance Agents cannot make this claim. We are proud to commit ourselves to the five fiduciary principles.
Read More

Wealth Management

a1
Planning and achieving your financial goals can be overwhelming. Our expert team of advisors and proprietary methods allow us to help you to develop your goals while minimizing the risks.
Read More

Retirement Planning

a3
The image of retirement is constantly changing with each new generation of retirees. We are proud to offer more than a quarter of a century of experience in helping our clients plan, achieve and live their retirement. Whether you want to travel the world, start a new business or catch up on your favorite hobbies, having the right plan in place can make all the difference in your quality of life during retirement.
Read More

Investment Management

a2
Successful investment management is an on-going process. We offer the credentials, wisdom, experience, discipline, and patience to build and manage a portfolio specifically designed to achieve your goals.
Read More

Latest News

12
MAY
2015

Caregiving: Where to Turn For Help

  By Rosanne Rogé, CFP®, CSA®, RFGsm In 1970, the average life expectancy in the United States was 70.  In 2012 it reached a record high of 78.8.  Women, specifically, average 81.2 and men...
04
MAY
2015
In The News

Male Investors vs. Female Investors

Managing Director Rosanne Rogé was quoted in The Wall Street Journal on May 3, 2015, in an article titled, “Male Investors vs. Female Investors.” The article, written by Georgette Jasen,...
27
APR
2015

Four Common Financial Concerns and Solutions

By Kelley Caponigro Assistant to the Chairman & CEO It can be easy to overlook your financial future when you’re busy living your life.  However, it is important to consider how you want your...
  • RSS
  • Facebook
  • Google+
  • LinkedIn
  • Twitter