At R.W. Rogé & Company, Inc., we’re an independent, fee-only financial advisory and wealth management firm serving clients locally and across the country, with offices in Long Island, New York and Beverly, Massachusetts. We specialize in personalized financial planning, investment management, and retirement planning for individuals and families navigating life’s complex financial decisions since 1986. Our firm was built on a “client first” culture, and as fiduciaries, we are legally and ethically committed to always acting in your best interest – because that’s how we believe financial advice should be.
We are proud to commit ourselves to the five fiduciary principles.
Discover how our team can help you Plan, Achieve, and Live® the life you desire.
A genuine relationship with a “fee-only” financial advisory team who works in your best interest as a fiduciary.
The advice, expertise, and experience of an entire team of professional, Certified Financial Planners (CFP®), providing you with the confidence you need to Plan, Achieve, and Live® the life you want.
A comprehensive financial plan and retirement planning strategy tailored to your unique needs.
Financial security and clarity in communicating your goals.
To eliminate complexities and provide clarity that will empower you to make informed, intelligent decisions about your money.
Support for your heirs, next generation of investors, and philanthropic legacy.
Financial planning is not just about the numbers. Our Plan, Achieve, Live® process is a proven, time-tested, proprietary methodology that can not only help you achieve your goals, but can also provide you and your family with valuable assistance and peace of mind during the challenges life throws your way.
The future is your property; you need to care for it and direct it.
