A Letter of Gratitude as We Celebrate 40 Years
Forty years ago today, on July 28, 1986, my father, Ronald W. Rogé, founded R.W. Rogé & Company with a simple belief: financial advice should begin with the client’s best interests.
Over the past four decades, the financial planning profession has changed tremendously. Markets have risen and fallen. Technology has transformed the way we communicate and invest. Tax laws have evolved. Entire industries have come and gone. Yet through all of those changes, one thing has remained constant: the privilege of helping people make thoughtful financial decisions during some of the most important moments of their lives.
We’ve celebrated retirements, welcomed new generations of families, helped clients navigate periods of uncertainty, and stood beside them through life’s milestones. Those relationships have always been the most rewarding part of what we do.
Earlier this year, we had the opportunity to celebrate our 40th anniversary with some of our clients, professional partners, team members, and friends. While the evening recognized an important milestone for our firm, it was also a reminder that none of it would have been possible without the trust our clients have placed in us over the years. That trust is something we never take for granted.
Every time someone chooses our firm, they are placing their confidence in our team to help guide some of the most important financial decisions they will ever make. It is a responsibility we approach with humility, care, and a commitment to act in their best interest.
I’m also incredibly grateful for the people who have helped shape R.W. Rogé & Company along the way. Our dedicated team, both past and present, has played an important role in building the culture our clients experience today. Likewise, our professional partners have helped us better serve the families who place their confidence in us.
As we celebrate this anniversary, we are proud of what has been built over the past 40 years, but we’re even more excited about what lies ahead. Our mission remains the same as it was in 1986: helping clients make informed financial decisions with confidence while providing thoughtful guidance through every stage of life.
To our clients, thank you for allowing us to be part of your family’s journey. Your trust has shaped our history, and it continues to inspire our future.
On behalf of everyone at R.W. Rogé & Company, thank you for being part of the first 40 years. We look forward to serving you for many years to come.
With gratitude,
Steven M. Rogé, MBA, CFP®, CAP®, AIF®
Chief Investment Officer & CEO
R.W. Rogé & Company, Inc.
Watch highlights from our 40th Anniversary Celebration below as we reflect on this special milestone and look ahead to the future.
For tailored, fee-only 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.
Disclosure: The individuals featured in this video include current clients of R.W. Rogé & Company, Inc. Their comments reflect their personal opinions and experiences, which may not be representative of the experience of all clients and are not a guarantee of future results or success. This material is provided for informational purposes only and should not be construed as investment, tax, or legal advice.
