Real estate financial advisor gesturing to investment properties

Real Estate Financial Advisors

move confidently with Real Estate Financial Advisors

Without a knowledgeable guide, the real estate investing arena can be treacherous; however, partnering with a trusted real estate financial advisor can help lead to residual income and long-term success. There are many avenues available when you embark on a wealth management journey that includes real estate investing. At Morgan Rosel Wealth Management, our wealth management team made up of experienced real estate financial advisors can help you navigate this difficult landscape.

Every person has a unique circumstance, and our real estate financial advisors take the time to understand your short and long-term goals. Our personalized family office style approach to wealth management creates a deeper understanding of your financial picture to help you move forward with real estate investments more confidently.

why we’re different

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Experience Matters.

When real estate investing gets complicated, tax 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 real estate financial 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.

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You Call, We Answer.

At Morgan Rosel, you don’t have to press 0 to speak to a representative. Our real estate financial 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 tax planning strategy based on your best interests.

happy couple gardening because Morgan Rosel is providing personalized estate planning at morgan rosel

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 Real Estate Financial Advisors

Whether you have inherited a property and are unsure of how to manage the asset, or if you are searching for the most tax-advantaged method for selling and acquiring new properties, a real estate financial advisor can help guide you through the options. At Morgan Rosel Wealth Management, we provide comprehensive real estate financial advice including, but not limited to, the following areas:

  • Real estate investing strategies
  • Real estate development consulting
  • 1031 exchanges
  • 1033 exchanges
  • Inherited property 
  • Rental strategies
  • Commercial real estate investing
  • Real estate tax planning
  • Investing real estate proceeds
  • Gifting and estate planning
  • Private equity opportunities
  • Wealth management strategies
  • Capital gains deferrals
  • Retirement planning
  • Investment advising

Developing a real estate tax strategy

There are a number of tax implications related to real estate. Having a trusted partner like Morgan Rosel who is experienced in real estate investing and understands the tax strategies associated with different types of real estate transactions can preserve gains and reduce or defer taxes. See how we advised one client on a 1033 exchange to transfer significant wealth tax free to his heirs while reinvesting in another project.

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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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