Wonderful friendly team that has been thoughtful and goes beyond to help me manage my finances. Thank you team!
August 2023
Eric Rosel knows what he is doing. I’m seeing returns, even when the market was down. He is professional, intelligent and we trust him to do what is right for our family.
August 2023
As a retired couple, our goal is to enjoy life, but also plan and protect our finances for our children and grandchildren. We appreciate David and Eric for their guidance, direction, and quick response.
Morgan Rosel Wealth Management helps high-net-worth individuals and families achieve their financial goals through personalized wealth management, estate planning, tax planning, and fiduciary investment advice. Our experienced team of local financial advisors and CERTIFIED FINANCIAL PLANNERS take a holistic approach to managing your wealth, considering your unique financial picture, family goals, and personal values. We’ll help you plan for and enjoy retirement through comprehensive financial planning and data-driven investment advising. We have considerable experience assisting people who have had a life changing lump sum financial event such as receiving an inheritance, selling a business, going through a divorce, or selling real estate.
