Beverly, MA Office

R.W. Rogé & Company, Inc. is a fee-only wealth management firm that serves individuals (including high-net-worth clients), small businesses, pension and profit-sharing plans, foundations, and other institutional clients through discretionary portfolio management, comprehensive financial planning, retirement plan advisory, and a Value Strategy equity offering. Its service menu includes branded programs for private clients, institutional portfolios, 401(k) plan management, standalone financial planning, and a concentrated value equity strategy.

The firm combines strategic asset-allocation modeling grounded in Modern Portfolio Theory with bottom-up, value-oriented equity selection, using a proprietary ResearchEdge due-diligence process to build and monitor portfolios across risk models. Investments can include U.S. and non-U.S. equities, fixed income, mutual funds and ETFs, select alternatives, and the firm manages “held away” assets via order-management platforms and uses custodians that support international trading when required.

The brochure highlights several practices that distinguish the firm from many peers: it calls out media citations and contributing-editor roles in national outlets (for example, Forbes, Morningstar, Wall Street Journal, and CNBC), promotes its ResearchEdge methodology and subscription to Real Fiduciary™ Practices, and notes use of endorsements, testimonials and third‑party recognition in its advertising along with the delivery of educational seminars and workshops. The firm also emphasizes a staff with multiple professional credentials (CFP®, CFA®, CEPA®, AIF®, CAP®), a formal proxy‑voting process, and specialized 401(k) fiduciary due‑diligence services.