Delivering confidence and clarity to your financial well-being
Who we help
Our family office style practice specializes wealth management for high-net-worth individuals and their families. If you have significant wealth of $1 million or more, and you are uneasy or uninterested in managing it, we can help. Our services cater to various life transitions and financial milestones, including:
- High net worth individuals and families
- Recently received an inheritance
- Sold or selling a business
- Sold or selling real estate
- Recently gone through a divorce
- Changed job or employer
- Received a pension lump sum
- Nearing or at retirement
- Received stock compensation
We take the stress and uncertainty out of wealth management by providing proactive guidance and fiduciary investment advice encompassing your high-net-worth needs. Please contact an advisor to learn how we can help.
Do you have complex wealth management needs?
Managing wealth is more than just investing. It requires proactive guidance and thorough implementation that encompasses tax strategy and estate planning while prioritizing the things that matter most to you. How do I transfer wealth to future generations? How do I maximize charitable giving? How can I minimize taxes throughout it all? Answering these questions requires a partner who sincerely listens to you and creates a personalized plan based on what matters most in your life.
Are you concerned about retirement?
When it comes to retirement, the thought can be overwhelming. Do I have enough to live my ideal lifestyle? How do I generate steady cash flow while preserving my capital? What happens if my health fades? Having a trusted partner who genuinely understands your situation is paramount to a successful, stress-free retirement. We are that partner. Guiding, guarding, and helping to grow your wealth through your golden years and beyond.
Have you had a recent liquidity event?
Coming into significant wealth can make anyone feel uncomfortable. The sale of a business or a recent inheritance brings up challenging questions. What is my tax liability going to be? How should I invest? How do I preserve and protect this windfall for my family? These complex situations require a partner with extensive experience, open communication, and meticulous planning. We’ll be at your side every step of the way.
Why we’re different
Experience Matters.
When finances get complicated, wealth strategy quickly gets overwhelming. High-net-worth people have complex financial needs. This isn’t news to us. We understand your situation because we’re living it too. This isn’t a firm where rookies come to cut their teeth. Benefit from our team’s vast personal and professional experience as well as our trusted CPA, estate attorney, and mortgage lending partners. A complete wealth management team, working for you. Because when you have complex financial needs, experience matters.
You Call, We Answer.
At Morgan Rosel, you don’t have to press 0 to speak to a representative. We just pick up. We’re persistently committed to bringing the human element back to financial planning and investment management. That means promptly answering your questions, thoroughly understanding your goals, and meticulously implementing a strategy based on your best interests.
Enjoy Life by Design.
Guiding, guarding, and helping to grow your wealth is our top priority. As your trusted partner, you can depend on us to be looking out for your best interests, today, tomorrow, and well into the future. Whether you just started your wealth journey or are ready to retire, we’re here to help. Enjoy your life. We’ll make sure your wealth is doing the hard work.
Learn more about working with Morgan Rosel and get to know the team.
insights
Let’s Chat
At Morgan Rosel Wealth Management, we specialize in tailored wealth management solutions for high-net-worth individuals with over $1 million in investible assets. Schedule a quick, no-pressure conversation with a Morgan Rosel advisor today to see if we’d be a good fit.