The Challenge

After selling his business in 2013, one of our clients found himself in a tricky situation. Bouncing from consulting job to consulting job, the profit and notoriety he got from selling his business began to dwindle as the years chugged on and his industry struggled. Knowing he needed to approach his wealth management strategy just right in order to see tangible financial benefits for the long term, he came to Morgan Rosel for help.

Our Solution

What we do goes beyond plain vanilla, stock and bond investment management. Real estate is one of the tried-and-true methods of building wealth, but the devil is in the details. Real estate investment strategies can range from real-estate related stocks on a public exchange to the more active approach of purchasing individual properties to generate tax-advantaged income.

We gave our client the metrics and in-depth consultative advice to construct and guide his real estate investment strategy. This included proprietary spreadsheets and the expert analysis he needed to make the best decisions not just on a property-by-property basis, but by taking his entire financial picture into consideration in order to maximize his opportunity for long term success.

Coordination between his available lines of credit and traditional mortgage financing options allowed him to buy a larger and more diversified set of rental properties while maintaining exposure to other asset classes, such as stocks, bonds, and private equity.

The Result

Knowledge is power, and that’s exactly how our client went from owning zero properties and struggling for financial direction to owning several, positive cash flowing real estate assets in just a few years.

It takes time to understand your unique goals and risk tolerances. Morgan Rosel will work with you to customize a viable wealth management plan to achieve your investment objectives. Whether you are considering adding a real estate investment to your portfolio or you are managing a multi-million-dollar portfolio already, Morgan Rosel will give you the tools you need to generate wealth through real estate.

This commentary reflects the personal opinions, viewpoints and analyses of the MorganRosel Wealth Management, LLC (“MRWM”) employees and guests providing such comments, and should not be regarded as a description of advisory services provided by MRWM or performance returns of any MRWM Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. MRWM manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. MRWM may recommend the services of a third-party attorney, accountant, tax professional, insurance agent, or other specialist to clients. MRWM is not compensated for these referrals.