Financial Advisors in Highlands Ranch, CO

Certified Financial PlannersTM
in the Denver metro area

Our team of financial advisors at Morgan Rosel Wealth Management are conveniently located in Highlands Ranch, CO in the south metro Denver area. We take great pride in helping people in our local community with their complex, high-net-worth investing and wealth management needs. One of the main advantages to choosing a financial advisor near you is the ability to come into our office and meet with our wealth advisors face to face. When you have significant wealth and complex financial needs, working with a local financial advisor can be a huge advantage. By taking the time to learn about you, your family, and your goals, our CERTIFIED FINANCIAL PLANNERSTM and investment advisors will provide you with personalized investing strategies and tailored financial planning advice. 

We serve clients all over the country but many of them started with us just by searching the best financial advisor near them. Here is a list of areas near Highlands Ranch, CO.

Our reviews


Our local financial advisors are focused on helping high-net-worth individuals and families like you with complex wealth management needs. Do you have significant wealth, and you are uneasy or uninterested in managing it? Have you recently received a lump sum and are unsure of how to invest it? If any of these situations sound familiar to you, we can help. We provide financial planning and investment management services including but not limited to:

  • Financial Advisory
  • Wealth Management
  • Trust and estate planning
  • Annuity and life insurance analysis
  • Small business advisory – Sale and restructuring
  • Tax efficient investing
  • Donor advised funds
  • Wealth transfer strategies
  • Investment Management
  • Retirement planning
  • Tax planning
  • Private equity opportunities
  • 401 Rollovers
  • Socially responsible investing
  • Education and college planning


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.

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