Today, July 28, 2025, we’re honored to celebrate a milestone that means the world to us — 39 years in business. What began at Ronald Rogé’s kitchen table in 1986 has grown into a team of dedicated professionals who remain guided by the same core promise: always put people first.
Over the years, the tools have changed, the markets have shifted, and the financial industry has evolved — but what hasn’t changed is our commitment to building trusted relationships, offering thoughtful guidance, and helping our clients Plan, Achieve, and Live® the life they desire.
To mark the occasion, we created a special edition of our newsletter, “The Rogé Report,” — a reflection on where we’ve been, what we believe, and the people who’ve made it all possible. You’ll find memories from our team, quotes from our founder Ron Rogé, kind words from clients, and even a fun look at how far the world has come since 1986.
We invite you to take a look and celebrate with us:
Click here to read the full newsletter.
To our amazing family of clients – thank you for being part of our journey and for allowing us to be a little piece of yours. We couldn’t have done it without you, and we can’t wait to see what the next chapter brings.
For tailored guidance on managing your wealth or questions about investment strategies, please contact our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals for a complimentary discovery call at 631.218.0077, or click here. We would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. You can also send us a message directly.
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, and Beverly, Massachusetts 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 have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
