Financial Planners on Long Island | R.W. Rogé & Company, Inc.

Wealth Management

Helping Clients Plan, Achieve and
Live^® the Life They Want Since 1986.

R.W. Rogé & Company, Inc. is a fee-only financial planning and wealth management firm serving clients locally and virtually across the country, with Long Island, New York, Beverly, Massachusetts, and Naples, Florida office locations. The company was founded on a “client first” culture and proudly commits to acting in the best interest of its clients as a fiduciary, since 1986.

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.

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 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

Contact a Wealth Management Advisor Today

Experience

A Client First Culture

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.

Our Wealth Management Services

Planning for Young Professionals

Student Loan Assistance
Marriage and Money
Family Planning
Money Management and Large Purchases
Risk Management
Achieving Financial Freedom

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

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

Money Management
Investment Advice
Budgeting
Risk Management
Defined Financial Strategy
Achieving Specific Life Goals
Securing Financial Freedom
Planning for LGBTQ+ Couples

Creating a Solid, Yet Flexible, Financial Roadmap
Understanding Your Specific Life Goals
Making Informed Decisions Regarding Your Financial Future
Budgeting
Risk Management

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

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.