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trusted wealth advisors when experience matters

who we are

Prior to starting Morgan Rosel Wealth Management, our founding partners managed substantial high-net-worth client assets at their respective Wall Street banks. Frustrated with how their clients were being treated by the large, corporate financial institutions, they left to start their own practice. As a testament to their quality of advice and their dedication to service, the vast majority of their clients followed them to Morgan Rosel and are still working with us today. 

Rather than pushing unnecessary insurance products or steering clients toward expensive proprietary funds, Morgan Rosel focuses on helping high net-worth people solve their unique financial problems while providing open, honest, and trustworthy advice. 

Meet our team

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.

How can we help?