Rogers Wealth Group

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Rogers Wealth Group We strive to make a tremendous difference in the lives of our clients by helping them make smart decisions with their money. Craig C. That’s what we do.

Our fee-only RIA was established in late 1994 by Dale C. Rogers, then the only Investment Advisor Representative (IAR) and now chairman and CEO, and has grown to six IARs today! Rogers is currently president and COO of the group, which now provides collaborative Wealth Management services for affluent clients and complete investment services for retirement plans (both qualified and non-qualified), trusts, endowments and institutions. Located in Fort Worth, Texas, with clients from Alaska to New Jersey, we would love to explore whether a relationship makes sense and whether we could make a significant impact on your financial life. Consulting:
Our consulting services are available to help plan sponsors with a wide variety of plan-related issues. Our consultants will assist you with each stage of your plan’s life, from the initial design of a new plan through the conversion process from one service provider to another and, if necessary, through plan termination. Our team has the knowledge and expertise to meet your business needs while providing key services. We take a collaborative approach that begins with plan design and implementation and continues by monitoring your plan’s performance against your initial and changing objectives. Our consultants have the knowledge, experience and expertise to address and resolve whatever IRS or DOL issues arise regarding sponsors’ qualified plans

Plan Design:
Is your retirement plan designed to fit your needs and goals? Or do you have a “plan in a box” designed to make things easier on your third-party administrator? At Rogers Wealth Group, we take plan design seriously. Your Plan Document should be designed around your needs, not ours. If you are setting up a new plan, we will meet with you to discuss your situation. Then we can recommend plan provisions that will work best for you. If you have already adopted a plan, we will meet with you to determine if there are ways to amend the plan to make it work better for you. Either way, our goal is to create a custom-designed Plan Document that fits your company like a glove. Administration:
Our goal is to do everything but sign your name. When we say everything but sign your name, we mean it, and we do it with clear, consistent thinking. Since 1973 we have offered exceptional expertise on all plan issues in addition to a dedication to service and quality. If you are not sure your current administration has been done properly, we will look it over at no charge. Plan administration requires dedication to detail and accuracy. As part of our fee, we will do everything from determining eligibility to handling IRS/DOL issues. We take the burden off your shoulders by providing a variety of services, including the following:
•Timely Statements
•Required Participant Notices
•Required Amendments
•Form 5500 and All Necessary Schedules
•Distribution Paperwork
•Form 1099-R and 945
•Nondiscrimination Testing
•Plan Audits

Institutional Investing:
Welcome to a world of discipline. In addition to its comprehensive Wealth Management services, Rogers Wealth Group serves as investment manager for a wide range of institutional clients in a variety of categories, including the following:
•Defined Benefit Plans
•Defined Contribution Plans
•Employee Stock Ownership Plans
•Non-Qualified Plans
•Foundations
•Endowments
•Corporate and Personal Trust Accounts

In each of the above cases, investment strategies are designed to meet a firm’s specific institutional needs. Tax-advantaged trading is even included for accounts that require a higher degree of attention. As with any Rogers Wealth Group investment strategy, our goal is to increase returns through selective risk targeting and advanced portfolio design. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels.

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much...
10/16/2026

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much faster than you expected.

And with that change can come pressure to make decisions quickly about investing, spending, giving, or what happens next.

Give yourself time to let the dust settle.

A little space can help you understand what’s changed, consider the tax and planning implications, and think carefully about what you want this money to make possible.

When the time is right, that’s a conversation we’re here to help you navigate.

Some future expenses are easier to plan for because you know roughly when they’re coming.That’s where a bond ladder may ...
10/15/2026

Some future expenses are easier to plan for because you know roughly when they’re coming.

That’s where a bond ladder may come into the conversation.

By staggering bond maturities across different dates, investors can create a schedule where portions of the portfolio mature at different times, potentially providing funds for future needs while the remaining bonds stay invested.

Like any investment strategy, the right structure depends on your goals, timeline, and broader portfolio.

Sometimes knowing when you'll need the money can help shape how you invest it today.

Success can create something we don’t talk about enough: more choices.And choices come with tradeoffs.A promotion may me...
10/13/2026

Success can create something we don’t talk about enough: more choices.

And choices come with tradeoffs.

A promotion may mean more income and less time. A bigger home may mean more space and less flexibility. Building wealth may eventually give you the ability to work less, change careers, or spend differently.

As your financial life grows, the conversation often becomes less about what’s possible and more about what’s worth it.

Have you ever thought through a financial decision so many times that you’re no longer sure what you think?You’ve run th...
10/09/2026

Have you ever thought through a financial decision so many times that you’re no longer sure what you think?

You’ve run the scenarios. Read the articles. Talked it over at home. Maybe you’ve even made a decision, only to reconsider it the next morning.

We see this when the stakes feel especially high, like retirement, selling a business, helping family, or making a major purchase.

Sometimes you don’t need more information. You need the space to sort through what you already know and determine what matters most.

That’s where a thoughtful conversation can help.

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.Maybe you planned to retire...
10/07/2026

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.

Maybe you planned to retire at 65, but your work still feels meaningful. Maybe you always pictured staying in your home, but now you'd rather have the freedom to travel. Maybe supporting family or giving back has become more important than something you spent years saving toward.

As life gives us new experiences, our priorities have a way of evolving with them.

Your financial plan should leave room for that.

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?Maybe it’s giv...
10/06/2026

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?

Maybe it’s giving a student an opportunity they otherwise wouldn’t have. Preserving a place that matters to your family. Supporting research that has touched your life. Or strengthening an organization that has served your community for decades.

When you start with the impact you hope to make, charitable planning becomes a much more personal conversation.

The new role looks great. The compensation is compelling. You’re ready for what’s next.Before you say yes, take a close ...
10/05/2026

The new role looks great. The compensation is compelling. You’re ready for what’s next.

Before you say yes, take a close look at what happens when you leave your current employer.

For executives, unvested equity, deferred compensation, benefits, and other provisions can make the timing of a career move worth a closer look.

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change...
10/02/2026

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change with it.

Have your prescriptions changed? Your doctors? Your income? Are healthcare costs fitting into your retirement plan the way you expected?

Open Enrollment runs from October 15 through December 7, making this a good time to take another look and bring any questions into your next planning conversation.

We can help you consider how healthcare costs fit into your broader financial picture and coordinate with the appropriate Medicare professionals when needed.

One of our favorite meetings usually starts the same way.A client reaches into a folder and says, "I've been meaning to ...
09/29/2026

One of our favorite meetings usually starts the same way.

A client reaches into a folder and says, "I've been meaning to ask you about this."

Sometimes it's a statement they don't understand or an old retirement account.

Almost never is it as complicated as they feared. Remember, you don't need to have everything organized before asking questions.

Sometimes the most productive meetings begin with, "Can we look at this together?"

One of the things we've noticed is that retirement doesn't always unfold the way people expect.Many prepare financially....
09/23/2026

One of the things we've noticed is that retirement doesn't always unfold the way people expect.

Many prepare financially. Far fewer prepare for the change in identity that comes from no longer being the person everyone turns to at work.

The meetings stop. The phone gets quieter. The routine changes.

What doesn't change is everything you've learned along the way.

Your experience didn't retire when you did.

Someone could benefit from the lessons you've spent decades earning. Whether it's mentoring a young professional, serving your community, or helping a nonprofit, your next chapter can be just as meaningful as the one that came before.

Address

1330 Summit Avenue
Fort Worth, TX
76102

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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