Steven Rogé Recognized as a 2026 Five Star Wealth Manager

 

We’re proud to share that our Chief Investment Officer & CEO, Steven Rogé, has been named a 2026 Five Star Wealth Manager, an honor recognizing exceptional wealth managers in the Greater Boston area.

The Five Star Wealth Manager award is not a popularity contest or a simple nomination. It is based on an in-depth research and evaluation process conducted by Five Star Professional, which reviews wealth managers against ten different criteria, including client retention, professional credentials, experience, and regulatory history. The goal is to identify advisors who demonstrate a strong commitment to professional excellence and client service.

Steven’s selection reflects the care, diligence, and fiduciary mindset he brings to every client relationship. For our firm, this recognition is especially meaningful because it aligns with what matters most to us: acting in our clients’ best interests, maintaining high professional standards, and building long-term, authentic relationships.

Steven will be featured in a special Five Star Professional section of Boston magazine, highlighting outstanding investment professionals across the Boston area.

While awards are never the reason we do what we do, they can serve as an affirmation of the values we strive to uphold every day. We’re grateful for the trust our family of clients place in us and for the opportunity to serve as their dedicated team with a “client-first” philosophy.

Please join us in congratulating Steven on this well-deserved recognition!

Click here to view the Five Star Award Article 

If you have any questions or need personalized wealth management guidance, our team of CERTIFIED FINANCIAL PLANNER^TM (CFP^®) professionals would be happy to assist. We can 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. You can also send us a message directly.

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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, explore our detailed overview of services and approach.

Disclosure: This award was issued on 02/01/2026 by Five Star Professional (FSP) for the time period 04/10/2025 through 10/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4973 Boston-area wealth managers were considered for the award; 449 (9 % of candidates) were named 2026 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.