On behalf of our entire team, we wish you and your loved ones a happy and healthy Holiday season! R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, Beverly, Massachusetts, and Naples, Florida office locations....Read More

A study conducted by the Williams Group found that 70% of wealthy families lose their wealth by the next generation, and 90% lose it by the generation after that. Additionally, 78% of wealthy individuals believe their heirs lack the financial education and responsibility to manage an inheritance. These startling statistics highlight the importance of equipping future...Read More