We are an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, Beverly, Massachusetts, and Naples, Florida office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary, since 1986.
For over three decades we have been a fee-only, fiduciary advisor, which means we always have and always will act in the best interest of our clients, all of the time. We have no financial relationship with anyone except our clients.
We are proud to commit ourselves to the five fiduciary principles.
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.
We continue to be very pleased with your work ethic, professionalism, and assistance over the years.
We have always had tremendous confidence in the manner in which R.W. Rogé has managed our portfolio for more than 20 years. Your compassion and knowledge have made life significantly less stressful for both of us. Thank you from the bottom of our hearts for all you have done for us.
I think that we have all been together for close to 20 years. Some ride! You kept me sane, protected me, and allowed my crazy life choices. I am forever thankful.
As one of Rogé’s early clients, I have always had confidence in your ability to handle my investments. We were very impressed with your presentation 33 years ago and have been pleased greatly since then. I can now enjoy my advancing years securely and confidently. I also have appreciated the concern and interest the team has continuously shown me. It has been a very pleasant and profitable relationship.
I can truly attest to the “client first” and “treating others the way you would want to be treated” culture. When was the last time you heard someone say that they enjoyed talking to their Financial Planner? Well, we always truly enjoy talking to your team! Knowing that you are working hard for us to attain our financial goals brings us peace of mind. Everyone at Rogé makes us feel as if we are the most important client – and that is an awesome feeling!