freedom

Achieve Financial Freedom

Life is a journey, not a destination. At each of the stops along your life’s journey, what would have to happen for you to feel satisfied with your progress? This is how you will envision your future and take the first steps toward achieving your goals. We will be with you every step of that journey, eliminating complexities and empowering you to make informed, intelligent decisions toward achieving your financial freedom.

wealth

Build Wealth

Wealth management should be about you, your vision for your future, and the legacy you want to provide to your family, friends, and your philanthropic endeavors. Using experience, discipline, and patience we will help build a financial roadmap for you and your loved ones to help you achieve the life you want.

enjoy

Enjoy Life

When you’re not worried about money and what your future might hold, you can relax and enjoy life. We provide you and your family with valuable assistance and peace of mind during the challenges life throws your way. We plan for the predictable, but also prepare you for life’s unpredictable moments.

Speak With a Wealth Management Advisor

Call Us at 631.218.0077 or Send Us an Email

Our Wealth Management Services

  • Student Loan Assistance
  • Marriage and Money
  • Family Planning
  • Money Management and Large Purchases
  • Risk Management
  • Achieving Financial Freedom
Read More
  • Succession Planning
  • 401(k) Plan Establish and Management
  • Tax Planning
  • Achieving a Work/Life Balance
  • Achieving Financial Freedom
  • Achieving Personal Freedom with a Self-Managed Company
  • Risk Management
  • Estate Planning
  • Legacy Planning
Read More
  • College Planning
  • Children and Money
  • Creating a Financial Roadmap
  • Household Budgeting
  • Risk Management
  • Achieving a Work/Life Balance
  • Securing a Financial Future for Yourself and Your Loved Ones
Read More
  • Money Management
  • Investment Advice
  • Budgeting
  • Risk Management
  • Defined Financial Strategy
  • Achieving Specific Life Goals
  • Securing Financial Freedom
  • Planning for LGBT Couples
Read More
  • Creating a Solid, Yet Flexible, Financial Roadmap
  • Understanding Your Specific Life Goals
  • Making Informed Decisions Regarding Your Financial Future
  • Budgeting
  • Risk Management
Read More
  • Ensuring Financial Security for You and Your Family
  • Money Management
  • Caregiving and Aging Loved Ones
  • Assistance with Wills, Durable Power of Attorney, Medical Directives and Estate Planning
  • Achieving Specific Life Goals and Financial Freedom
Read More

Like Us on Facebook

Experience

A Client First Culture

For over 31 years 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.

Meet Our Team

Every member of the Rogé team has a specialty. Therefore, you will not be assigned to just one advisor, and you will benefit from the advice, expertise and experience of our entire advisory team. We’re not just your financial advisor, we’re your guides on your life’s journey.