R.W. Rog & Company, Inc. is a fee-only financial planning and wealth management firm serving clients locally and virtually across the country, with Long Island, New York and Ipswich, Massachusetts office locations. The company was founded on a "client first" culture and proudly commits to acting in the best interest of its clients as a fiduciary, since 1986.
Life is a journey, not a destination. At each of the stops along your life's journey, what would have to happen for you to feel satisfied with your progress? This is how you will envision your future and take the first steps toward achieving your goals. We will be with you every step of that journey, eliminating complexities and empowering you to make informed, intelligent decisions toward achieving your financial freedom.
Life is a journey, not a destination. At each of the stops along your life's journey, what would have to happen for you to feel satisfied with your progress? This is how you will envision your future and take the first steps toward achieving your goals. We will be with you every step of that journey, eliminating complexities and empowering you to make informed, intelligent decisions toward achieving your financial freedom.
Services
Founded in 1986 as a financial planning and investment advisory business, R. W. Rog & 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.
With over 30 years of experience, we understand that managing your wealth is like a journey - you start with a plan and are prepared to address any unexpected obstacles along the way. Our mission is to help clients Plan, Achieve and Live the life they want. We are a family run business where everyone, from clients and employees to vendors, are considered members of the family.
Just as no two people are alike, no two paths to Financial Freedom are alike. Our time-tested Plan, Achieve, Live process, coupled with over 30 years of experience helps our clients to articulate their unique goals, and creates a path to achieve them. We provide clients and their families with valuable assistance during the challenges life throws their way by planning for the predictable, but preparing for life's unpredictable moments.
We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional. We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts. We will fully disclose and fairly manage, in our clients' favor, any unavoidable conflicts.
You are the only person who knows what you want your future to look like. We can help you articulate a clear vision by eliminating the complexities involved and empowering you to make informed intelligent decisions. For more information or to discuss your wealth management with a Senior Wealth Advisor, please contact us by calling 631.218.0077 or send us an e-mail at info@rwroge.com.
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