Morgan Rosel Wealth Management provides clients with financial services for every stage of life, from financial planning and investment to retirement. Interested clients can schedule a free consultation to learn more about the company’s team and its financial solutions.
About Morgan Rosel Wealth Management
Prior to forming Morgan Rosel Wealth Management, the company’s key team members worked on Wall Street, owned small businesses and managed investments. The company’s diverse financial experience helps it identify the best solution for each client and execute a strategy accordingly.
Interested clients can request a free financial consultation for any of Morgan Rosel Wealth Management’s services, which include the following:
- Financial planning – Financial planning services help individuals and families reach their financial goals with their preferred level of risk and protection.
- Investment management – Morgan Rosel Wealth Management’s approach to investing includes analyzing the health of each security and market conditions, with the goal of keeping the client’s investments on the right track.
- Private equity opportunities – This service is ideal for those looking for investment outside of stocks and bonds. The company helps clients find the best private equity investment opportunities for their financial interests.
- Estate and tax planning – The company’s team works to ensure that your family will keep your wealth after death through extensive estate and tax planning services.
Morgan Rosel Wealth Management takes a personalized approach to each of its services, treating clients as more than just a file. The company’s financial experts build a strong relationship with the client to provide individualized attention to each client’s goals, investments, opportunities and tolerance for risk.
In addition to free financial consultations, clients can take advantage of Morgan Rosel Wealth Management’s online client portal. Within this portal, clients can communicate with their financial advisor, track their financial goals and more.
| Morgan Rosel Wealth Management | |
| Assets Managed | $220 Million |
|---|---|
| Minimum Assets | $200,000 |
| Number of Advisors | 4 |
| Fee Structure | Fee-Based |
| Address | 1805 Shea Center Drive., Suite 420 |
Frequently Asked Questions
Customers who are interested in working with Morgan Rosel Wealth Management team frequently asked these questions.
What is Morgan Rosel Wealth Management’s investment strategy?
As stated on the firm’s website, Morgan Rosel Wealth Management’s investment strategy “evaluates the underlying health of each security and analyzes sub-surface market dialogue” so the approach aligns with the client’s goals.
Does Morgan Rosel Wealth Management have a mobile app?
Yes, clients can download the company’s proprietary app to monitor portfolio balances and activity, along with other financial goals and tasks.
What states do the financial advisors at Morgan Rosel Wealth Management serve?
In addition to Colorado, where the company is headquartered, the financial advisors at Morgan Rosel Wealth Management serve clients in Arizona, California, Florida, Kansas, Louisiana, New Hampshire, Oklahoma and Texas.
Can Morgan Rosel Wealth Management help with retirement planning?
Yes, the firm’s financial planning services encompass financial goals at all life stages, including retirement.
