Rogers Wealth Group

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.

For many executives, success can become concentrated in one place. The same company may provide your income, bonus, equi...
08/31/2026

For many executives, success can become concentrated in one place. The same company may provide your income, bonus, equity compensation, and a significant portion of your future wealth.

That's not necessarily a problem, but it is something worth paying attention to.

We've found that some of the most productive planning conversations begin with a simple question: How much of my financial future depends on a single outcome?

As careers progress and equity compensation grows, it's important to periodically step back and evaluate how different pieces of your financial life fit together.

Business owners carry a lot.Employees. Clients. Operations. Growth opportunities. Family responsibilities.And somewhere ...
08/28/2026

Business owners carry a lot.

Employees. Clients. Operations. Growth opportunities. Family responsibilities.

And somewhere in the middle of all that are the decisions that don't have a deadline but still deserve attention.

The ones you know you'll need to address eventually.

We've found that many business owners are looking for the time, space, and perspective to think through what's already on their mind. Our team is here to have those conversations when you are ready.

Motivation gets a lot of attention because it's exciting. Discipline is quieter.It's the decision to keep going when pro...
08/27/2026

Motivation gets a lot of attention because it's exciting. Discipline is quieter.

It's the decision to keep going when progress feels slow. To stay committed to a plan when results aren't immediate. To continue making thoughtful choices long after the initial excitement has faded.

Whether it's building a business, growing wealth, or improving your health, meaningful progress is often the result of small actions repeated consistently over time.

It's hard to believe we're already talking about the second half of the year.The goals we set in January don't become le...
08/26/2026

It's hard to believe we're already talking about the second half of the year.

The goals we set in January don't become less important just because life got busy.

This can be a great time to pause, revisit your priorities, and ask yourself a simple question:

Is my plan still aligned with where I want to go?

There's still plenty of time left in the year to make meaningful progress.

Sending a child to college comes with a long checklist.Housing. Tuition. Class schedules. Move-in day.What often catches...
08/24/2026

Sending a child to college comes with a long checklist.

Housing. Tuition. Class schedules. Move-in day.

What often catches parents by surprise is that once a child turns 18, they become a legal adult.

That means parents may no longer have automatic access to certain medical, financial, or educational information, even in situations where they're trying to help.

Most families don't discover this until they're faced with an unexpected situation. Back-to-school season can be a valuable time to review whether important legal documents and authorizations are in place.

Some life transitions come with more questions than answers.In those moments, it's easy to feel like every decision need...
08/21/2026

Some life transitions come with more questions than answers.

In those moments, it's easy to feel like every decision needs to be made immediately. Often, it doesn't.

One of the purposes of thoughtful planning is to create flexibility when life doesn't go according to plan. To provide options, guidance, and a foundation to lean on when emotions are understandably taking up most of your attention.

You don't have to have everything figured out today. Sometimes the most important thing is simply having the time and space to process what matters most.

Many people walk into a review meeting expecting to talk about performance. And while that's certainly part of the conve...
08/20/2026

Many people walk into a review meeting expecting to talk about performance. And while that's certainly part of the conversation, it's rarely the most important part.

Maybe there's a new opportunity you're considering. A family milestone on the horizon. A question that's been sitting in the back of your mind. Or maybe life simply looks different today than it did a year ago.

Those details matter. Here are a few questions to consider you may not have considered.

https://www.rogersco.com/wealth-management/

People often evaluate an investment strategy by looking at average returns. In retirement, there can be more to the stor...
08/18/2026

People often evaluate an investment strategy by looking at average returns. In retirement, there can be more to the story.

Two retirees may experience the same average return and still have very different outcomes.

That's one reason retirement planning requires more than a long-term return target. Decisions around income, withdrawals, and flexibility can all play an important role over time.

Retirement planning is an ongoing process of balancing today's income needs with tomorrow's opportunities and uncertainties.

Financial information has never been more accessible.A headline on your phone. A podcast during your commute. A market u...
08/14/2026

Financial information has never been more accessible.

A headline on your phone. A podcast during your commute. A market update in your inbox. A social media post that sounds convincing enough to make you question your current strategy.

By the end of the day, you've likely heard multiple opinions about what you should be doing with your money.

Our role is to help you sort through the noise, focus on what matters, and understand how today's headlines fit into the bigger picture of your financial life.

Every important financial decision carries a story behind it. The numbers are only one part of the picture.The rest is u...
08/12/2026

Every important financial decision carries a story behind it. The numbers are only one part of the picture.

The rest is understanding what matters most, weighing the tradeoffs, and making decisions you can feel good about long after they're made.

That's why thoughtful planning starts with listening before it ever gets to recommendations.

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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