Select Us
We can bring resources and time to ensure 
that each client makes smart decisions...
Investing
We serve as investment manager for a select group of individuals and families...
Recognition
Rogers Wealth Group has been recognized for outstanding lifetime achievements...
Our Retirement Plan Services Group strives to offer you the best value for your money....
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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 A traditional “sales” approach had been replaced by Discovery Meeting, whereby we evaluate your current situation and run a complete diagnostic to evaluate whether or not you are on track to achieve your goals.
