Invested in You
Since 1973
At Rogers Wealth, we’ve been a part of the Fort Worth community for over 50 years, and we take pride in helping people fund their futures with our wealth management and retirement planning services. We go beyond just asset management — we’re your trusted financial partner.
“Our goal is to make a Capitalist out of every American”
Our Story
1973 - The Beginning
Dale received his insurance licensing in June of 1966 and his stockbrokers’ license in December 1970. Rogers and Associates was founded in January 1973.
The Inspiration
Dale Rogers started the company when he saw there was a need to help companies administer their newly formed retirement plans. He built a business by being the “go-to guy” for administration in Fort Worth, TX. Today his legacy continues on that start as the only true One-Stop-Shop for retirement plan administration, recordkeeping, and investment advice in Fort Worth, TX.
The Growth
In 1995, Rogers Capital Management was created to be able to offer a complete bundled retirement plan administration and investment advisory service. One of the very first investment advisors that were allowed to utilize Dimensional Funds in qualified retirement plans. Out of that, the personal wealth management business was also created. In 2012, Rogers Wealth Group combined the plan administration and investment advisory business to be under one company.
The Rogers Difference
Today RWG stands as one of the few true one-stop shop providers for retirement plans offering both 3(16) & 3(38) fiduciary services. Rogers Wealth Group also provides Wealth Management services where it too acts as a fiduciary. You can be sure that working with Rogers Wealth Group ensures YOUR interests are put first.
Generations
Created by Dale Rogers and now being run By Craig C. Rogers, the future is bright at Rogers Wealth Group.
“I promise you this, we’ll go up together & we’ll go down together, but either way we’re going together"
Our Goal
Helping You Make Smarter Financial Decisions
Meet Our Team
