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About ROGOWSKI WEALTH MANAGEMENT LLC
ROGOWSKI WEALTH MANAGEMENT LLC is a reputable financial advisory firm that specializes in helping clients with their financial goals and needs. With a team of highly experienced financial professionals, the firm provides top-notch financial services to clients from all walks of life.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance
- Personalized financial planning and investment strategies
- In-depth analysis of client’s financial situation
- Regular portfolio reviews and updates
- Access to a wide range of financial tools and resources
Facts and Insights
Here are some facts and insights about the ROGOWSKI WEALTH MANAGEMENT LLC:
| Assets Under Management | $200 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10 years |
Financial Services Offered
The firm offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance services
Client Types
ROGOWSKI WEALTH MANAGEMENT LLC serves a variety of client types, such as:
- Individuals
- Families
- Business owners
- High-net-worth individuals
Fees & Compensation
The firm’s fees and compensation structure are transparent and reasonable. The firm charges a percentage of assets under management as its fee, which typically ranges from 1-2% depending on the complexity of the client’s financial situation. The firm also offers a flat hourly rate for specific financial planning services.
Background
ROGOWSKI WEALTH MANAGEMENT LLC was founded in 2010 by John Rogowski, a highly experienced and knowledgeable financial advisor. With a background in accounting and finance, John saw a need for personalized financial services that catered to the unique needs of each client. Today, the firm has grown to a team of 5 advisors and manages over $200 million in client assets.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to understand the disclosures of the firm. Here are the key disclosures for ROGOWSKI WEALTH MANAGEMENT LLC:
- The firm has no legal or disciplinary actions against it
- The firm does not have any past or pending bankruptcy filings
- The firm is a fiduciary, meaning it is legally obligated to act in the best interests of its clients
- The firm discloses all fees and potential conflicts of interest to clients
- The firm does not have any affiliations with other financial institutions
Overall, ROGOWSKI WEALTH MANAGEMENT LLC is a trusted and reputable financial advisory firm that is dedicated to helping clients achieve their financial goals and secure their financial future.