The Rogé Report

When R.W. Rogé & Company, Inc. was founded in 1986, one of the things that set us apart from other advisors was, of course, the fact that we are a fee-only, fiduciary that works in the best interest of our clients all the time – and the second was our newsletter, “The Rogé Report.”

At a time when news and information was not readily available at our fingertips, our family of clients truly appreciated receiving updates from us containing timely financial topics, personal finance best practices, and amusing anecdotes.

After careful consideration, we are thrilled to announce the revival of “The Rogé Report,” with a fun added twist – content in 300 words or less. Each month, our newsletter will be sent via e-mail exclusively to our family of clients, and within it, our informative articles and anecdotes will contain an easily digestible 300 words, as well as a “Rogé Rewind,” where we revisit and discuss an article, graphic, or photo from one of our past newsletters, provide updates about our team, or a behind the scenes look at one of our processes.

We hope you enjoy!


Steven M. Rogé, MBA, CFP®, AIF®
Chief Investment Officer & CEO


If you would like to speak with our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, we would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. Please contact us for a complimentary discovery call at 631.218.0077 or at

R.W. Rogé & Company, Inc. is 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. We help clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, click here.

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