2013-01-07 15:34:51 - Recognition from Medical Economics Reaffirms Company’s Collaborative Plan. Achieve. Live.® Approach to Wealth Management
R.W. Rogé & Co., a fee-only wealth management firm offering clients exceptional personalized service and a disciplined, unique wealth management process since 1986, is pleased to announce that Christopher R. Wills, CPA, CFA®, CFP®, the firm’s Director of Wealth Management, has been named to the list of the “Best Financial Advisors for Doctors” for 2012 by Medical Economics magazine.
Mr. Wills provides comprehensive financial planning services to his doctor clients, but his assistance extends beyond generating and protecting wealth. His extensive background and experience as a Certified Public Accountant gives him additional insight into how to help doctors adapt to changes in their industry. For example, Mr. Wills can create cost savings plans to reduce administrative costs stemming from compliance
with new regulations.
Like most Americans, doctors are facing a great deal of economic uncertainty in 2013. Doctors are contending with declining reimbursements, the potential impact of the Affordable Care Act on their practices, more regulations from private insurers and the government, possible tax increases and industry consolidation. In addition to these concerns, many doctors are also trying to pay off medical school loans and save for retirement and their children’s education.
“Chris draws on his CPA background, as well as his experience as a Certified Financial Planner® and a Chartered Financial Analyst®, to serve as an all-in-one financial resource for doctors during a very uncertain and transformative period for those involved in the medical profession,” said Ronald W. Rogé, Chairman and CEO of R.W. Rogé. “We are honored by Chris’ recognition from Medical Economics and look forward to providing his expertise to help an even greater number of doctors plan, achieve and live their financial goals.”
About R.W. Rogé & Co.
R.W. Rogé & Co. is a fee-only wealth management firm based in Bohemia, N.Y., which offers outstanding personalized services and tools to clients. Formed in 1986, the firm empowers clients to pursue their life choices by providing them with the solutions they need to reach their financial goals. R.W. Rogé is a family owned business and treats its clients, employees and vendors like family. The R.W. Rogé product suite includes the distinctive Plan. Achieve. Live.® wealth management service, meant for clients who value a long-term and collaborative approach to wealth management, as well as retirement planning, educational funding, estate planning and mutual fund products. In 2012, the firm was named to the National Association of Board Certified Advisory Practices’ inaugural list of the premier financial advisory practices in the U.S. R.W. Rogé serves more than 250 investors and oversees greater than $200 million in assets under management. To learn more, visit www.rwroge.com.
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