In this episode of Financial Planner Search, Steven Rogé, a financial advisor, discusses his firm’s multi-generational approach to comprehensive wealth management. Steven explores how his firm (R.W. Rogé & Company) provides a collaborative team environment, focusing on personalized solutions for young savers, pre-retirees, and post-retiree "do-it-yourselfers."

He shares insights into the firm’s commitment to process-driven planning, the importance of proactive estate and tax planning, and the evolution of his career from investment management to holistic financial guidance.

Takeaways

• Multi-generational client relationships
• Collaborative team-based financial planning
• Proactive estate and tax strategies
  

Chapters

• 00:00 Introduction and Practice Overview
• 06:19 Typical Client Situations and Patterns
• 10:33 Unique Needs of Younger Savers
• 15:44 Technology and Future Vision
• 25:58 The Client Onboarding and Ongoing Process
  

You can find them at: https://www.rwroge.com/

If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at https://www.wilnaudesign.com/

#financialplanning #wealthmanagement #financialplannersearch #estateplanning #fiduciary