Why
Select Us

We can bring resources and time to ensure that each client makes smart decisions...

Institutional
Investing

We serve as investment manager for a select group of individuals and families...

Awards and
Recognition

Rogers Wealth Group has been recognized for outstanding lifetime achievements...

Retirement Plan Services

Our Retirement Plan Services Group strives to offer you the best value for your money....
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ESOP/KSOP

Find out about
our ESOP/KSOP plans
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About rogers
wealth group

Our fee-only RIA was established in late 1994 with Dale C. Rogers, now Chairman & CEO, the only Investment Advisor Representative (IAR), and has grown to six IARs today! Today, Craig C. Rogers is President & COO of the group that now provides Collaborative Wealth Management Services for affluent clients, and complete investment services for retirement plans (qualified and non-qualified), trusts, endowments, and institutions.
 

Collaborative
wealth Management

Whether you are anxious to find a new advisor or you need a second opinion regarding your current financial plan, our collaborative Wealth Management Process and Investment Management Process will likely leave you feeling more confident and relieved. A traditional “sales” approach had been replaced by Discovery Meeting, whereby we evaluate your current situation and run a complete diagnostic to evaluate whether or not you are on track to achieve your goals.   

Rogers Wealth Group, Inc. BBB Business Review
Rogers Wealth Group only conducts business in states where it is properly registered, or excluded or exempted from registration requirements. Nothing on our web site should be construed as advice. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
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