In today’s digital age, our world has become more interconnected than ever before. With the click of a button, you can access services from anywhere in the world. And while this interconnectedness is undoubtedly convenient, when it comes to managing your finances, there are still several reasons why choosing a local wealth management advisor can greatly benefit you. In this post, our team will explore why having a financial advisor near you in Highlands Ranch is an advantage when it comes to managing your wealth and planning for retirement.  

1) Face-to-Face Meetings Strengthen the Advisor-Client Relationship

While virtual meetings and conference calls have their advantages, there’s no substitute for a face-to-face meeting. Meeting your financial advisor in person fosters a deeper, more trusting relationship. According to body language researcher Albert Mehrabian, communication is 55% non-verbal, 38% vocal including tone, and merely 7% is words. Thus, in-person meetings with a financial advisor near you will create clearer communication and a more thorough understanding of your financial needs and objectives.

2) Easy Accessibility in Times of Need

Having a financial advisor near you means they’re more easily accessible when you need them the most. For this reason, we believe that Morgan Rosel Wealth Management is a great fit for those living in Highlands Ranch, Littleton, Lone Tree, Sedalia, and other South Denver areas. You can quickly attend meetings or schedule a last-minute meeting at our office to chat with your advisor. This accessibility can be especially valuable when urgent or unexpected financial situations arise.

3) A Valuable Local Network of Professionals

Local financial advisors often have an extensive network of complementary professionals they can call upon in your area, including attorneys, accountants, bankers, and real estate agents. Your financial advisor can connect you with local, trusted experts who will be integral parts of building your comprehensive wealth management team.

4) In-Depth Understanding of Regional Regulations

Financial regulations and tax laws can vary widely from one region to another. For example, Colorado has different tax incentives than neighboring states. Even local utilities have special incentives and tax breaks that only a local Highlands Ranch financial advisor would know about. They are also well-versed in the specific regulations that apply to your area, ensuring that your financial strategies are compliant with local laws and regulations.

5) Community Involvement that Reflects Your Values

Many local financial advisors areactively involved in their communities. They understand the needs and concerns of their neighbors and can align their financial advice with the values and priorities of your community. This can be especially important if you have specific ethical or social considerations you’d like to include in your financial planning.

Need a Financial Advisor Near You? Our Team Can Help

While technology has made it possible to connect with wealth advisors from around the world, there are undeniable advantages to having a local expert by your side. From personalized guidance and face-to-face meetings to access to a robust network of local professionals, we believe using a financial advisor near you provides a level of support and understanding that will significantly benefit your wealth management strategy and improve your overall financial well-being.

At Morgan Rosel Wealth Management, we have the expertise and experience to help you with your high-net-worth financial needs. If you’re interested in working with our wealth management team or hearing more about how we can help, please contact us here. 

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.