Our WealthBridge Strategy is a service designed to meet the needs of those who are still in the wealth-accumulation phase of their lives. No minimum portfolio size is required for this service, however it makes the most sense to begin this program with a portfolio of at least $250,000.
The WealthBridge Strategy helps our clients achieve financial independence through disciplined savings and a professional portfolio management process. Over time, this program helps clients accumulate wealth and allows them to focus on long-term goals.
To learn more about this service and other exclusive offerings, please contact us for a complimentary personal consultation today.
WealthBridge Strategy℠ is a service mark of R.W. Rogé & Company, Inc. All Rights Reserved.