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Collaborative Wealth Management for Affluent Clients
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Expertise: access to the brightest minds in academia and finance |
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Partnership: mutually beneficial relationships where values are aligned |
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Discipline: processes to uncover and achieve the goals of our clients |
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Wealth enhancement, protection and transfer solutions for families |
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Credential: CEFEX (Centre for Fiduciary Excellence) Investment Advisor Certification |
Through our collaborative wealth management process, we ensure smart decisions are made regardless of market conditions. Investment plans are designed to achieve what is most important and are updated as life changes. In trying to "win the losers game" and achieve what is most important to our clients, we communicate and measure progress on a regular basis.
Client approach:
Work closely with clients who share our values.
Philosophy:
Make a significant impact in our clients' lives.
Best advice I ever got …
Do for clients as you'd do for your own mother.
When I am not at work …
I'm with my family coaching youth sports.
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Areas of Focus
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Award Selection Process
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Rogers Wealth Group is an independent fee-only Registered Investment Advisor.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Dallas/Fort Worth region (includes Anderson, Bosque, Collin Comanche, Cooke, Dallas, Delta, Denton, Ellis, Erath, Fannin, Freestone, Hamilton, Henderson, Hill, Hood, Hopkins, Hunt, Jack, Johnson, Kaufman, Lamar, Navarro, Palo Pinto, Parker, Rains, Red River, Rockwell, Somervelle, Tarrant, Van Zandt and Wise counties in the state of Texas) to gather wealth manager nominations. Self-nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 20,500 wealth managers in the area. 2,688 award candidates in the Dallas/Fort Worth region were considered for the award, of which 654 were named 2012 Five Star Wealth Managers.
- Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
- The Five Star award is not indicative of the wealth manager's future performance.
- Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
- The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Texas Monthly (Dallas/Fort Worth region).
- Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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