We’re excited to share that R.W. Rogé & Company, Inc. is now officially a member of the Charlotte County Chamber of Commerce!
With over 1,000 members across Charlotte County and neighboring areas including Cape Coral, Fort Myers, Sarasota, and Naples, the Chamber offers a strong, local network of professionals and businesses committed to growth and community involvement, values that align perfectly with our own.
Joining the Chamber allows us to deepen our presence in the region, participate in a variety of monthly networking events, and connect with fellow businesses and residents who care about building a stronger financial future.
If you’re local to the area, keep an eye out for educational events and seminars that we’ll be hosting throughout the year to help individuals and families gain clarity and confidence in their financial lives.
As we continue to expand our reach while maintaining the same personalized service our clients have trusted since 1986, this new partnership helps us stay engaged with the communities we serve both locally and virtually.
R.W. Rogé & Company, Inc. is an independent, fee-only financial advisory and wealth management firm serving clients locally and across the country, with offices in Long Island, New York and Beverly, Massachusetts. We specialize in personalized financial planning, investment management, and retirement planning for individuals and families navigating life’s complex financial decisions since 1986. Our firm was built on a “client first” culture, and as fiduciaries, we are legally and ethically committed to always acting in your best interest – because that’s how we believe financial advice should be. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
