Rogers Investment Advisors, LLC is a boutique concierge wealth management firm based in the San Francisco Bay Area. We are licensed as a registered investment advisor by the State of California, and can accept clients throughout the United States. We cater to high net worth individuals, small foundations and businesses.
We provide the high level of personalized service that our customers demand. Our products include a diverse set of wealth management services, including financial planning, investment management, corporate retirement plans, tax advice and other customized services based on client requests.
We provide the high level of personalized service that our customers demand. Our products include a diverse set of wealth management services, including financial planning, investment management, corporate retirement plans, tax advice and other customized services based on client requests.
Services
We begin our process with a detailed client interview that includes a discussion of the client's previous investment experience and preferences and the client's cash flow requirements, both currently and in the future. We also review recent client financial account statements and tax returns to fully understand the financial and tax positions of our clients.
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