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12570 Perry Highway, Wexford, PA 15090

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How We Work

Our Process

Our wealth management process revolves around you – your values, your priorities, your goals. Below is what you can expect when working with us.

New client relationships typically begin with $1+ million of investable assets.

Discover

We invest time in understanding you, aiding in the prioritization and comprehension of your personal and financial goals and objectives.  This first step is critical in ensuring we have the information we need to prepare a plan with the objective of getting you where you want to be. 

Plan

After thorough discovery, we will formulate a plan to help guide you through life's transitions and maintain focus on your stated goals.  With years of financial planning experience, our goal is to simplify your finances and help you work towards long-term financial success. 

Implement & Monitor

With your goals mapped out, we can begin to implement your plan.  We will consistently touch base with you to ensure you are on track and adjust the plan as your life changes. Giving you the confidence you need to make smart, sound financial decisions. 

The Confidence You Need

Our business is built on a foundation of thoughtful client relationships based on principles of trust and integrity.  We work to develop deep relationships with our clients, not just for a lifetime but for generations into the future.

The Fleming Rodgers Group has worked for decades with families of all kinds, in some cases down to the fourth generation. That requires a long-term view and extensive experience. Because we fully understand each of the strategies we employ, we are able to make them simple, effective, and accessible for our clients.

When it comes to more sophisticated strategies like those around estate planning, we can coordinate our activities with your accountant, your attorney, and the professionals at Baird that we work with every day.  Our goal is to simplify your life to allow you to spend time doing what you enjoy most.  

The backbone of our practice is financial planning- we guide clients towards informed decisions , fostering their financial well being with precision and care. 

Wealth management for your now

Each phase of life comes with unique needs. We are here to support you with the right tools, resources and expertise regardless of where you are on your journey.

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