The Rogers Difference

At Rogers Wealth Group, You’re More Than a Number

When it comes to your finances, you don’t want to place your future in the hands of just any financial advisor. When you partner with a Rogers Wealth Group advisor, you’ll discover the thoughtful, customized strategies we employ that can make a meaningful impact on your financial future.

Personal care that’s vested in you — that’s the Rogers difference.

How We Put You First

Fiduciary Duty

As your fiduciary advisor, we’re legally bound to serve your interests and only yours. The duties of fiduciaries include loyalty and reasonable care of the assets they are being trusted to invest. Unlike other financial institutions, we don’t take commissions off the investment decisions we make. Our fees are set up so that we do better when you do better.

Personalized Care

We keep our client roster intentionally small so our team has ample time dedicated to each of our clients. You’ll enjoy a relationship with an advisor who’ll know not just what you’re investing for, but why. Your personalized advisor is your financial partner through every stage of life, and you’ll experience the same level of personalized care throughout.

Goal-Based Planning

Through our wealth management process, we spend quality time getting to know you to fully understand the “why” as well as the “what.” By doing this, we are able to determine appropriate strategies to acheive your financial goals. We simulate over ten thousand different scenarios to provide you the highest probability of achieving your financial goals.

Collaborative Wealth Mangement

Long-term financial planning goals can seem daunting and uncertain, leaving you feeling overwhelmed. Our process offers a clear and actionable plan to help you navigate the journey toward financial security with confidence.

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Our Investment Philosophy

Rooted in Academics

Our investment philosophy is backed by more than fifty years of academic research and Nobel Prize-winning theory. We see markets as an ally, not an adversary. Rather than wasting time trying to discover ways markets are wrong, we take advantage of the ways markets are right.

Strategic Asset Allocation

We use modern portfolio theory to determine that your account has the proper asset class selection to meet your financial goals. Change is one thing of which we are certain, and because proper asset allocation is so important, we periodically review each asset class to determine if it is still appropriate for your overall plan.

Tax Efficiency

Paying unnecessary taxes is an unwelcome prospect for anyone. At our firm, we prioritize tax efficiency when constructing portfolios. By carefully selecting the right investment vehicles, we aim to make a substantial impact on long-term wealth. Additionally, we proactively seek opportunities to reduce your tax bill while preserving diversification and aligning with your investment plan.

Your Future Starts Now

Connect with us today to start building your future. With the support of a dedicated advisor who takes the time to understand your unique aspirations, you can start achieving your goals. Don’t wait any longer — take the first step now.