Services
Over the last couple of decades, we’ve designed our business to meet the unique needs of our private equity sponsors, borrowers, and investors. We bring a sophisticated perspective and a consistent approach to every transaction. Working side by side with our clients – throughout the ups and downs of middle market finance – we are proud to be the partner our customers can depend on.
We challenge convention in pursuit of solutions that are in the best interests of our clients.
At Roger Wells Group, our goal is to deliver exceptional service to our clients. We believe in mastering the details and taking the time to get to know you, along with your unique challenges and opportunities. We don’t just ask questions, we listen to your answers and craft solutions that are built just for you. As part of our holistic approach, Roger Wells Group provides highly customized wealth management strategies that include investment advisory and financial planning services. Client service begins on day one, with a dedicated onboarding team and system that aims to simplify your life and reduce the stress that can come when engaging a new advisor. From there, we guide you through a process that will translate your needs and values into a specific plan designed to achieve your goals. Roger Wells Group’s robust reporting system is devised to ensure that you feel empowered and connected, with all the information you need to make informed decisions at your fingertips.
One Focus: Your Financial Needs and Goals
Roger Wells Group delivers truly objective wealth management solutions. Our sole mission is to meet the unique needs of our clients. We employ a holistic approach that balances the technical aspects of managing your wealth, such as risk management and rates of return, with your personal goals, such as education funding or charitable giving. As a Registered Investment Advisor, Roger Wells Group is held to a Fiduciary standard of care, ensuring our clients’ interests always come first.
Resources Designed to Serve You
Customized Investment Solutions
At Roger Wells Group, we recognize that no two clients are exactly alike. Our clients have different priorities, goals, and timelines for the management of their wealth. Some may have a higher tolerance for risk while others may have extremely specific tax situations. Because of these infinite variables, we believe no two portfolios should be exactly alike.
Roger Wells Group consistently monitors and adjusts your investment exposures to mitigate risk and capture opportunities as warranted by current and developing market conditions. Unlike traditional asset allocation models employed by many financial firms, we approach individualized portfolio construction with the fundamental foundations of base capital and growth capital and adjust these components according to your needs.