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
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.
Our Investment Philosophy
Rooted in Academics
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.
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.