Founded in 1986 as a financial planning and investment advisory business, R. W. Rogé & Company is one of the nation’s most highly regarded wealth management firms.
Managing your wealth is like a journey. Therefore, our mission is to help clients plan that journey and be prepared to address changes that may occur along the way. By fostering a close and active relationship, we empower our clients with the confidence and clarity needed to make intelligent and informed decisions about their future.
We are a fee-only wealth management firm, which means we do not have a financial relationship with anyone except our clients. Our services are provided in the best interests of our clients, so you can always expect unbiased advice on planning your future, whether you have already accumulated significant wealth or are just starting the long and challenging process of building up your assets for the future.
Capital preservation, impartial advice and exceptional personal service are the cornerstones of our firm’s philosophy.