R.W. Rogé & Company, Inc. is an independent, fee-only private wealth 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, since 1986.
Real wealth management consists of comprehensive financial planning and portfolio management with a level of personal service that goes beyond the traditional banking, brokerage and insurance services. Our team strongly believes that wealth management should be about you, your vision for your future, and the legacy you want to provide your family, friends and your philanthropic endeavors.
Our Plan. Achieve. Live.® service is our proprietary wealth management process. It is designed to help our family of clients articulate their goals which are then used to develop their financial plan. The process keeps them on track toward achieving their goals by measuring their progress and adjusting their plan along the way for those things that life tends to throw at us during our journey.
We are a “fee-only” advisory firm, and we pride ourselves on offering complete transparency in all that we do – including fees. There is a one-time, up-front charge of $3,800 for the creation of your comprehensive financial plan. Our ongoing asset management fee, which also includes any plan updates, is between 0.50% – 1% and is based on a set fee schedule.
A genuine relationship with a “fee-only” financial advisory team who works in your best interest as a fiduciary.
The advice, expertise, and experience of an entire team of professional, Certified Financial Planners (CFP®), providing you with the confidence you need to Plan, Achieve, and Live® the life you want.
A comprehensive financial plan and retirement planning strategy tailored to your unique needs.
Financial security and clarity in communicating your goals.
To eliminate complexities and provide clarity that will empower you to make informed, intelligent decisions about your money.
Support for your heirs, next generation of investors, and philanthropic legacy.
Financial planning is not just about the numbers. Our Plan, Achieve, Live® process is a proven, time-tested, proprietary methodology that can not only help you achieve your goals, but can also provide you and your family with valuable assistance and peace of mind during the challenges life throws your way.
Here’s what you can expect with our detailed, Plan, Achieve, Live® process:
For over three decades we have been a fee-only, fiduciary advisor, which means we always have and always will act in the best interest of our clients, all of the time. We have no financial relationship with anyone except our clients.
We are proud to commit ourselves to the five fiduciary principles.
