Who We Are and How We Serve Our Clients?

By Ronald W. Rogé, MS, CFP®

Founded on July 28, 1986, our fee-only financial advisory firm is celebrating its 36th anniversary. In that time, we have helped individuals not only in the Long Island and New York metropolitan areas, but throughout the country in 17 states Plan, Achieve and Live® the life they want.

Today we would like to share more about our firm, including who we are, what we do, and how we work with our family of clients.

Who We Are
We are a fee-only fiduciary firm that’s passionate about helping our family of clients with their financial concerns, from retirement and estate planning to IRA conversions, cash flow planning, and charitable giving. As independent, fee-only advisors, we have the flexibility to offer our clients customized planning that addresses their needs and goals.

Our clients are never just a number – we build long-term relationships by providing them with trust and confidence. Our client-first approach and fiduciary promise, means we always act in their best interest. As their personal financial guide, we’re here to help clients navigate any and every financial decision they face.

What We Do
We offer much more than just standard financial planning and investment management. We provide holistic services to our clients to help them pursue every financial goal they’re striving to achieve. Our services include (but aren’t limited to):

  • Financial planning
  • Wealth planning
  • Retirement planning (including helping clients retire early)
  • Disability Insurance analysis
  • Cash flow planning
  • Legacy planning
  • Roth conversions
  • Charitable giving

Whether you’re planning to retire in the next year or in 30 years, want to renovate your home, or hope to send your children or grandchildren to college debt-free, we can help you with just about any financial problem that comes your way.

Who We Serve
Our client base includes people and families from all walks of life. Although our offices are located in New York, Massachusetts, and Florida, we have clients in 17 states. Our main office is located on Long Island, and we specialize in serving clients in Suffolk County, Essex County, and Collier County.

Working with a diverse client base makes every day different and exciting. Each client is unique which requires us to be a self-learning organization. We love watching our clients achieve their goals as they follow their financial road map; in fact, it’s the most fulfilling aspect of our job.

What Makes Us Unique
As a fee-only planning firm, we have the flexibility to decide who we work with as well as how we work with clients. Rather than gathering as many clients as possible, we offer higher-level services to fewer clients, which means we work with them on more than just investment management. We also use the latest technology to automate the ordinary, day-to-day tasks, so we have the time to provide extraordinary services to our clients. Our clients come to our firm for financial planning, retirement planning, wealth transfer strategies, charitable giving / philanthropy, education planning, tax-strategy planning, and much more. The result is lifelong relationships founded on mutual trust and success.

Are We a Good Fit?
We enjoy building long-term relationships with our family of clients and getting to know them on a deeper level. If what we have shared here resonates with you, please schedule an introductory consultation by contacting us at (631) 218-0077 or info@rwroge.com. We’d love to get to know you!

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. We help clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, click here.

About the Author
Ronald W. Rogé is Chairman and CEO at R.W. Rogé & Company, a fee-only fiduciary firm providing full-service financial planning and investment management to clients nationwide, with offices in Long Island, New York, Ipswich, Massachusetts, and Naples, Florida. Our firm’s mission is to offer unparalleled service, guiding and supporting clients as they work toward their life goals. Ron founded R.W. Rogé & Company, Inc., a family-run business, more than 35 years ago and continues to provide the firm with big-picture thinking, business and marketing strategy, investment strategy, industry research, economic outlooks, and coaching on subjects that will improve the value the team delivers. Ron prioritizes building long-lasting relationships and views his clients and employees as part of the family.

Ron earned his bachelor’s degree in chemistry from Long Island University and received a master’s degree in business administration and management from NYU Polytechnic University. He is also a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). He is a proud veteran, having served in the U.S. Navy during the Vietnam War. Outside of work, Ron gives back to the community by serving as a member of the Stony Brook University Hospital Cancer Center’s Advancement Committee. As a native New Yorker, Ron is passionate about history, nature, and investing. He also enjoys traveling with his wife and business partner, Rosanne. Together, they have explored Italy, Egypt, and gone on a safari in South Africa. But he also loves taking frequent trips to Massachusetts to visit his son (Steven), daughter-in-law (Sue), and grandchildren (Ben and Sami). To learn more about Ron, connect with him on LinkedIn.

Related Posts

Like Us on Facebook