FIDUCIARY INVESTMENT ADVISORS
Aiming to DELIVERING CONFIDENCE AND CLARITY
Unlike most investment advisors, we don’t put our clients in cookie-cutter portfolios and simply rebalance them each year. Rather, we strive to provide additional value using a tactical approach to investment management and financial advising. We do so in a tax-efficient, cost-effective manner utilizing a variety of investment strategies including low-cost exchange-traded funds, individual securities, and fixed income funds with discounted institutional pricing.
We take the stress and uncertainty out of wealth management by providing proactive guidance and fiduciary investment advising encompassing your high-net-worth needs. Please contact an investment 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 our investment advisors’ vast personal and professional experience. A complete financial advisory team, working for you. Because when you have complex financial needs, experience matters.
You Call, We Answer.
At Rosel Wealth Management, 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 investment 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 Rosel Wealth Management
by scheduling a consultation.
Rosel wealth Investment Advisors
Our 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
- 401(k) investment management
- 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
At Rosel Wealth Management, we specialize in tailored wealth management solutions for high-net-worth individuals. Schedule a quick, no-pressure conversation with a Rosel Wealth Management advisor today to see if we’d be a good fit.
connect@roselwealth.com