Our Chief Investment Officer and CEO, Steven M. Rogé, joined creator of the Financial Planner Search podcast, Gregory Wilnau, to discuss the philosophy that has guided R.W. Rogé & Company for nearly 40 years and how comprehensive financial planning helps clients navigate every stage of life.
During the conversation, Steven shared the story behind our firm’s founding and how his father, Ronald W. Rogé, built the practice on a simple principle: always act in the client’s best interest. Those same fiduciary values continue to shape everything we do today.
Some of the topics Steven explored during the interview include:
- Why financial planning is about more than investments. Many of the most valuable conversations involve retirement readiness, tax planning, estate planning, insurance, and coordinating advice across a client’s entire financial life.
- The value of multigenerational relationships. Approximately one-third of our clients are part of multigenerational families, allowing us to help parents, children, and even grandchildren plan for the future together.
- Why collaboration matters. Rather than relying on a single advisor, our clients benefit from the collective experience and perspectives of our advisory team.
Listen to the Full Conversation
A special thank you to Gregory Wilnau and Financial Planner Search for the opportunity to discuss our firm’s approach to helping individuals and families make informed financial decisions with confidence.
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.
