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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 our clients’ needs. We help high-net-worth individuals and their families who have $1 million or more in investable assets solve their unique financial challenges while providing open, honest, and trustworthy advice. 

Meet our team

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.

How can we help?