ROGERS WEALTH GROUP, INC.

Overview

Rogers Wealth Group, Inc. is an independent registered investment adviser that has been SEC-registered since 1996 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, offering fee arrangements that combine percentage-of-AUM billing with fixed fees. Its registered advisory activities emphasize portfolio management for individuals, small businesses and for businesses or institutions, and the firm lists pension consulting among its service set. On the investment side, Rogers Wealth Group structures most client relationships on a discretionary basis and favors pooled public funds and mutual funds as its primary building blocks. The firm operates a mix of separately managed accounts (SMAs) and collective mutual fund positions to deliver core equity and fixed-income exposure, with discretionary mandates used to implement client-level asset allocation and tax or customization needs. Rogers Wealth Group does not identify itself as an ESG-focused manager.

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Location & Offices