At R.W. Rogé & Company, we believe that staying ahead of emerging trends is essential to guiding our family of clients as they work toward a more secure financial future. In keeping with that commitment, we’re excited to share that our Chief Investment Officer and CEO, Steven Rogé, has earned the Certificate in Blockchain and Digital Assets℠ from the Digital Assets Council of Financial Professionals (DACFP). This credential signifies a deep understanding of blockchain technology, cryptocurrency, and other digital assets, an emerging asset class that is increasingly part of conversations about diversified portfolios and future-focused investment planning.
A recent Bitwise/VettaFi survey found that 96% of advisors received questions about crypto from clients last year. While these investments aren’t for everyone, understanding them is essential to providing well-rounded financial advice. Steven’s completion of this educational program means our family of clients benefit from informed guidance on how blockchain and digital assets may or may not fit into their overall strategy.
Education has always been at the core of our firm’s values. By staying ahead of industry trends, we’re able to anticipate client needs, address emerging opportunities, and navigate potential risks with clarity and confidence.
As the financial world evolves, our commitment remains the same: helping you Plan, Achieve, and Live® the life you desire.
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.
