We started Roger Wells Group in 1997 with 10 guys, a fax machine, and a photocopier. Today, 8 of the 10 are still together and are joined by 300+ of the industry’s most dedicated professionals. ​ We have realized the vision we set for ourselves 20+ years ago: to become our clients’ most trusted advisors. We’re proud of our deep, longstanding relationships and our reputation for speed, simplicity and efficiency. ​
We also have been very fortunate to have had great partners and we remain strongly positioned to deliver for our clients over the long term.

We know investors need more than what most wealth ​management firms can offer.

Roger Wells Group provides a full range of comprehensive services for individuals and families seeking wealth management and planning solutions. Many investment firms fail to keep up with the pace of change and focus on themselves and asset growth instead of the things that are important to their clients. Roger Wells Group is different. For 20+ years, the Wells legacy has been one of innovation, service to clients, and service to the community. Our centralized decision-making process and our Building Blocks approach help us engage and empower our clients. Our service model is designed to make you feel understood, inspired, and connected. Our aim is to deliver the results you expect while making your life easier. Your needs, ambitions, and values are at the center of everything we do, and we translate your aspirations into solutions that help you realize your goals. We do this with full transparency in a completely conflict-free environment.