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

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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.
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Wealth Management

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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.
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Retirement Planning

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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.
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Investment Management

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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.
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Latest News

20
JUL
2015

R.W. Rogé & Company, Inc. to host Continuing Education Class for CPA’s

Director of Research and Portfolio Manager, Steven Rogé, will be hosting a Continuing Education Class for local CPA’s on Thursday, August 20, 2015. The class titled, “What You Need to Know About...
16
JUL
2015

Rosanne Rogé Featured in CSA Senior Spirit Newsletter

Managing Director, Rosanne Rogé was featured in the July issue of the Society of Certified Senior Advisors (CSA) Senior Spirit Newsletter. The feature discusses Rosanne’s personal caregiving...
09
JUL
2015

Rosanne Rogé to Appear on Sirius XM Business Radio Powered by the Wharton School

Managing Director of R.W. Rogé & Company, Inc., Rosanne Rogé, has been invited to speak on “Your Money,” which airs on Sirius XM Business Radio, powered by the Wharton School....
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