Rogers Investment Advisors, LLC

Rogers Investment Advisors, LLC is a boutique concierge wealth management firm based in the San Francisco Bay Area. We are licensed as a registered investment advisor by the State of California, and can accept clients throughout the United States. We cater to high net worth individuals, small foundations and businesses. We provide the high level of personalized service that our customers demand. Our products include a diverse set of wealth management services, including financial planning, investment management, corporate retirement plans, tax advice and other customized services based on client requests. We are a licensed tax preparer for federal and California income tax returns, specializing in complex returns that may include all types of income and expenses, including business, real estate and partnership income, as well as securities investment income.

Experience

Discretion and Confidentiality

Customer Service

Customized and Diversified Portfolios

Access to many world-class fund managers

No-commission, Asset- Based Advisor Pricing