Delivering confidence and clarity to your financial well-being
TAX PLANNING FINANCIAL ADVISORS
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 tax planning strategies to achieve your short- and long-term objectives. Morgan Rosel’s high-net-worth financial advisors and CPA partners provide our clients with financial planning that considers their complex wealth management needs. Our team of CPA tax professionals, investment tax advisors, and estate planning attorneys work together in your best interests to produce a comprehensive financial strategy for successful retirement tax planning. 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 tax advising encompassing your high-net-worth needs. Please contact a Morgan Rosel tax planning financial advisor to learn how we can help.
Why we’re different
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 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 tax planning 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 Wealth 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
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.