FIDUCIARY financial ADVISORS
DELIVERING CONFIDENCE AND CLARITY
Financial Planning is more than just overseeing investments and rebalancing a portfolio once a year. At Morgan Rosel, we believe in comprehensive financial planning to achieve your long- and short-term objectives which includes investment management, tax strategy, and estate planning. We understand that high-net-worth clients have complex wealth management needs and that is why our team of CERTIFIED FINANCIAL PLANNERSTM, investment advisors, CPA tax professionals, and estate planning attorneys will work together in your best interests. Our family-office style practice strives to bring you significant value via a tactical approach to investing that avoids unnecessary capital gains taxation.
We take the stress and uncertainty out of wealth management by providing proactive financial planning and fiduciary investment advising encompassing your high-net-worth needs. Please contact a Morgan Rosel financial advisor to learn how we can help.
why we’re different
Experience Matters.
When finances get complicated, wealth strategy quickly gets overwhelming. High-net-worth individuals and families have complex financial needs. This isn’t news to us. We can understand your situation because we’re living it too. This isn’t a firm where rookies come to cut their teeth. Benefit from the vast personal and professional experience of our CERTIFIED FINANCIAL PLANNERSTM and investments advisors as well as our trusted CPA, estate attorney, and mortgage lending partners. A complete financial advisory 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. Our advisors just pick up. We’re persistently committed to bringing the human element back to financial planning and investment advising. 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 financial advisor, 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 life. We’ll make sure your wealth is doing the hard work.
Learn more about working with Morgan Rosel
by scheduling a consultation.
Morgan Rosel Fiduciary Financial Advisors
Our CERTIFIED FINANCIAL PLANNERSTM and investment advisors located in Highlands Ranch, CO focus on helping high-net-worth individuals and families with complex wealth management needs. We provide financial planning and investment management services including but not limited to:
- Wealth Management
- Retirement planning
- Trust and estate planning
- Tax planning
- Annuity and life insurance analysis
- Private equity opportunities
- Small business advisory – Sale and restructuring
- Long term care and Medicare planning
- Company retirement plans
- Social security optimization
- Tax efficient investing
- Socially responsible investing
- Donor advised funds
- Education and college planning
- Wealth transfer strategies
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Let’s Chat
A quick chat with a Morgan Rosel advisor is the first step towards complete financial confidence. This no pressure conversation will help us both determine if this relationship will be a good fit.