TAX PLANNING FINANCIAL ADVISORS
AIMING TO PROVIDE CONFIDENCE AND CLARITY TO YOUR FINANCIAL WELL-BEING
Financial planning and wealth management are more than just overseeing investments and rebalancing a portfolio once a year. At Morgan Rosel, we believe in pairing comprehensive financial advice with strategic tax planning to achieve your short- and long-term objectives. Our team of CPA tax professionals, investment advisors, and estate planners work together in your best interests to produce comprehensive tax planning strategies for more effective wealth management. Morgan Rosel’s family-office style practice strives to bring you significant value via a tactical approach to investing that avoids unnecessary capital gains taxation.
Morgan Rosel’s financial advisors and CPAs provide our clients with comprehensive tax planning and detailed reports that include:
- Forecasting tax rates
- Optimizing ROTH conversions
- Maximizing charitable contributions
- Planning for capital gains and losses
- Scenario monitoring
We take the stress and uncertainty out of wealth management by providing proactive financial advising and tax planning that encompasses your high-net-worth needs. Please contact a Morgan Rosel tax planning financial advisor to learn how we can help.
Why we’re different
Experience Matters.
When finances get 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 investment tax advisors as well as our experienced 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 tax planning strategy based on your best interests.
Enjoy Life by Design.
Aiming to guide, guard, and grow your wealth is our top priority. As your dedicated 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 CPA TAX Advisors
If you are looking for a Denver tax advisor focused on helping high-net-worth families with complex wealth management needs, you’ve come to the right place. We provide comprehensive tax planning advisory services including but not limited to:
- Tax bracket management for retirees
- Tax efficiencies for business owners
- Tax loss harvesting
- Optimizing equity compensation
- Roth conversions
- Avoiding or reducing Medicare surcharges
- Gifting and estate tax planning
- Tax sensitive investing
- Strategies for Required Minimum Distributions (RMDs)
- Capital gains deferral
- Wealth management
- Tax planning and financial advisory
- Retirement tax advisory
- Trust and estate planning
- Tax planning
- Donor advised funds
- Education and college planning
- Wealth transfer strategies
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Let’s Chat
At Morgan Rosel Wealth Management, we specialize in tailored wealth management solutions for high-net-worth individuals. Schedule a quick, no-pressure conversation with a Morgan Rosel advisor today to see if we’d be a good fit.