Highest Standard of Care

Rogowski Wealth Management is a Fiduciary
Bryan Rogowski is the principle and founder of Rogowski Wealth Management. Unlike most financial advisors and stock brokers, Rogowski Wealth Management is held by law to the highest standard of care for its clients - the fiduciary duty - and thus manages assets in the best interest of its client. Banks, trustees, and pension plans are fiduciaries, stock brokers are not.

My goal is to deliver an outstanding investment experience to every client. - Bryan Rogowski

Financial Expertise

Rogowski Wealth Management Was A Retirement Expert at GAO
Bryan is a former retirement policy expert at the U.S. Government Accountability Office (GAO) and made numerous recommendations to Congress on how to improve government for the people. In one report Bryan wrote to Congress, he met with the top retirement experts in the country to discover how best Americans should manage their savings to ensure a prosperous retirement. Bryan demystifies a simple and sound investment approach.

Philosophy: Buy, hold, repeat; rebalance and take only necessary risk

Evidence from practicing investors and academics alike points to an undeniable conclusion: Investment returns come from taking risk, but not all risk is worth taking. Risks worth taking can be summarized in three dimensions.

  1. Stocks are riskier than bonds and have greater expected returns
  2. Small company stocks are riskier than large company stocks and have greater expected returns
  3. Stocks with a "value" orientation are riskier than stocks with a "growth" orientation and have greater expected returns

Trusted Partners

Charles Schwab Provides Access to Dimensional Funds
Charles Schwab is a low-cost, high-service, custodians for client's assets. Rogowski Wealth Management never takes possession of client's assets, but instead relies on trusted partners.

 

Dimensional Funds Logo
Dimensional Funds investment products are based on the science of capital markets. Dimensional was founded more than 30 years ago by some of the most notable financial economists of the last century.  Dimensional's mutual funds are not available directly to individuals but are limited to clients of a select group of fee-only financial advisory firms. Rogowski Wealth Management was selected to be one of those firms.

 

Envestnet Helps Rogowski Manage Dimensional Portfolios
Envestnet Asset Management, Inc. is a leading provider of unified wealth management technology and services to investment advisors.With Envestnet, Rogowski Wealth Management can monitor and analyze clients financial assets and report to clients in meaningful ways.
Investors Deserve Better. We Offer a Better Way.