Independent, fee-only financial advisory and wealth management firm serving clients locally and across the country, specializing in personalized financial planning, investment management, and retirement planning since 1986.
Rogé & Company, Inc. is an independent, fee-only financial advisory and wealth management firm with offices in Long Island, New York and Beverly, Massachusetts. Established in 1986, the firm specializes in personalized financial planning, investment management, and retirement planning for individuals and families. Operating as fiduciaries, they are legally and ethically committed to always acting in their clients' best interests, adhering to the five fiduciary principles. The firm offers a comprehensive suite of services including financial planning, wealth management, and specialized solutions like the WealthConnection® 401(k) program, all delivered through a proprietary Plan, Achieve, Live® process designed to empower clients with informed, intelligent financial decisions.
Fee-only fiduciary firm
Comprehensive Plan, Achieve, Live® process
WealthConnection® 401(k) with fiduciary oversight
Personalized wealth management for executives
Commitment to Real Fiduciary™ Practices
Services
Financial Planning
Comprehensive financial planning services including investment strategies, retirement planning, tax strategies, estate planning, education planning, and insurance strategies.
Investment strategiesRetirement planningTax strategiesEstate planningEducation planningInsurance strategiesAccess to trusted professional network
WealthConnection® 401(k)
A comprehensive 401(k) plan review and implementation service that provides fiduciary advice, lower-cost investment options, and ongoing monitoring to improve plan performance and reduce liabilities.
Fiduciary oversight and adviceLower-cost investment options with ResearchEdge® Due Diligence ProcessTPA fee and service monitoringEmployee education and risk-tolerance questionnairesCustomized wealth management for executivesObjective, commission-free service
Held-Away Asset Management
Specialized asset management services for clients seeking to separate their investment portfolio from their primary retirement accounts, offering tailored strategies and oversight.
Separate portfolio managementCustomized investment strategiesOngoing performance monitoringFiduciary oversight
Services for Your Lifestyle
Tailored financial solutions designed to align with specific life stages and personal goals, including concentrated stock solutions and personalized wealth management.
"They are truly concerned about the financial success of their clients."
Frequently Asked Questions
What is the fiduciary promise of R. W. Rogé & Company, Inc.? +
R. W. Rogé & Company, Inc. is committed to always putting clients' best interests first, acting with prudence, providing full disclosure of important facts, avoiding conflicts of interest, and managing any unavoidable conflicts in the client's favor. They adhere to the Real Fiduciary™ Practices, the most rigorous client-first standards in the industry.
How does the Plan, Achieve, Live® process work? +
The Plan, Achieve, Live® process begins with a complimentary discovery call to understand client goals, followed by data gathering through cash flow analysis and risk tolerance assessment. An account is established, and a comprehensive financial plan is presented and reviewed. Ongoing partnership includes continuous coaching, financial services, and plan updates to support long-term financial success.
What makes the WealthConnection® 401(k) service different? +
The WealthConnection® 401(k) service stands out due to its objective, fiduciary oversight, lower-cost investment options, continuous monitoring of TPA fees, personalized employee education, and the ability to provide tailored wealth management for executives. It is delivered by a fee-only, fiduciary firm that does not earn commissions or referral fees, ensuring unbiased advice.
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