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Generational Wealth & Collaborative Planning with Steven Rogé | Financial Planner Search
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.
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