Rogowski Wealth Management

Our Commitment to Excellence

At Rogowski Wealth Management, we are dedicated to providing our clients with unparalleled service and investment guidance. Our team, led by Principal Bryan Rogowski, is uniquely qualified to help individuals and families achieve their financial goals. With a focus on Dimensional Funds, we utilize cutting-edge investment strategies to deliver exceptional results.

Expertise and Expert Advice

Bryan Rogowski, a licensed Investment Advisor, brings a wealth of knowledge and expertise to the table. With a background in public administration, economics, and psychology, Bryan has a deep understanding of the financial markets and is well-equipped to provide personalized guidance. Joining Bryan is Krystal Oien, a licensed investment advisor with a degree in finance and economics. Together, they have developed a proprietary approach to investment management that has proven successful in achieving our clients' financial objectives.

A Fresh Approach to Investing

At Rogowski Wealth Management, we recognize that investing should be a tailored approach, tailored to each individual's unique financial goals and circumstances. We believe that by taking a thoughtful and disciplined approach, our clients can achieve their financial aspirations with confidence. Our team is committed to providing the highest level of service, transparency, and accountability, always keeping our clients' interests at the forefront of our decision-making process.

Our Investment Approach

We understand that the most effective investment strategies are those that are rooted in robust research and empirical evidence. By incorporating the principles of Dimensional Funds, we leverage the power of the market to deliver unparalleled returns. Our approach is founded on the principles of diversification, risk management, and disciplined decision-making. We believe that a well-designed investment portfolio should be the anchor of your financial plan, allowing you to achieve your long-term goals with confidence.

Services and Expertise

• Investment Management: Our team carefully crafts and manages your portfolio, tailored to your unique financial goals and circumstances.
• Retirement Planning: We guide you in creating a comprehensive retirement plan that ensures your financial security and comfort in your golden years.
• Estate Planning: We help you navigate the complexities of estate planning, ensuring the protection and distribution of your assets in accordance with your wishes.
• Wealth Transfer: Our team helps you navigate the transfer of wealth to the next generation, ensuring the preservation of your legacy.

About Our Team

Bryan Rogowski, CFP, AIF

• Principal and Investment Advisor
• Master's Degree in Public Administration, University of Washington
• Bachelor's Degree in Economics, University of Washington

Krystal Oien, CFP, AIF

• Licensed Investment Advisor
• Bachelor's Degree in Finance and Economics, Seattle Pacific University

Why Choose Us?

At Rogowski Wealth Management, we pride ourselves on our commitment to excellence, transparency, and personalized service. By partnering with us, you can expect:

• Tailored investment guidance and portfolio management
• Unparalleled expertise in Dimensional Funds
• A proprietary approach to investment management
• Ongoing communication and market updates
• Education and guidance on achieving your financial goals